Client Service Specialist
1 week ago
At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Client Service Specialist
Who we are
Perreira Wealth Advisory provides comprehensive wealth management with a strong focus on cross‑border financial planning. Our team tailors strategies in investing, retirement, and estate planning, supported by dual licensing in Canada and the U.S. and guided by a client‑centered approach. We proudly serve a diverse clientele, including LGBTQ+ individuals, and are seeking a Client Service Specialist who shares our commitment to inclusivity, respect, and delivering exceptional client experiences.
How does the role impact the organization?
The Client Service Specialist plays a key role in delivering exceptional client service while representing the Perreira Wealth Advisory brand with professionalism and care. This position primarily supports the Financial Advisor in building the business through strong administrative support, effective communication, and excellent interpersonal skills. The ideal candidate is client-focused, highly organized, and capable of managing a high volume of responsibilities with accuracy, efficiency, and attention to detail.
What will your role be responsible for?
Administrative Support
- Manage new account openings – including client confirmation, documentation, signature collection, and coordination with back office;
- Maintain and update client account information, process account changes and revisions as needed;
- Facilitate asset transfers and ensure timely completion;
- Communicate with clients daily by telephone and written correspondence to address inquiries and provide support;
- Liaise with corporate back office to resolve client inquiries and complete requests;
- Prepare tax documents, business reports, and client correspondence;
- Facilitate multi-party meeting arrangements between clients, internal staff, and external specialists, ensuring seamless scheduling and prompt correspondence; and
- Proactively identify potential issues and contribute to effect solutions.
Marketing and Content Management
- Support social media market efforts by posting timely content and assisting with client-facing initiatives;
- Scheduling and monitoring content across platforms such as LinkedIn and team website;
- Track engagement metrics and client feedback from marketing initiatives to help refine outreach strategies;
- Collaborate with the team to share market updates, educational resources, and firm-approved messaging that enhances client relationships and promotes financial literacy;
- Coordinate with the Advisor to prepare and distribute client-facing communications, including newsletters, market commentary, and even invitations;
- Help manage client segmentation lists for targeted marketing efforts and personalized communications; and
- Ensure all marketing activities meet regulatory and compliance standards, including proper disclosures and recordkeeping.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more We also support internal promotion and community involvement.
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