60 Raymond James Client Service Associate Jobs Hiring Near You

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. 

The Technology Division at Raymond James is dedicated to providing cutting-edge solutions that enhance efficiency and connectivity for financial advisors and their clients.
This commitment to technology excellence supports Raymond James' mission to deliver superior financial services and maintain a competitive edge in the industry.

Business Analyst

How does the role impact the organization?

Location: Raymond James Ltd., Hybrid role based in Vancouver

Reports to: Manager, Business Analysis

As a Business Analyst within the Raymond James Project Management Office, you will support a diverse portfolio of strategic, technical, and regulatory initiatives across multiple business domains. You will collaborate closely with business stakeholders, subjectmatter experts, technology partners, and external vendors to understand problems, analyze processes, and define clear, actionable requirements that enable effective solution design and delivery.

This role blends business analysis, technical analysis, and crossfunctional coordination. You will help translate business objectives into solutions that enhance advisor and client experiences, strengthen operational efficiency, and advance the firm's transformation priorities.

What will your role be responsible for?

• Lead discovery and analysis activities to define business, functional, and nonfunctional requirements across a range of initiatives.
• Develop highquality BA deliverables, including process maps, business requirements, use cases, epics/user stories and data mappings.
• Facilitate workshops, interviews, and working sessions with stakeholders at all levels.
• Conduct gap analysis, feasibility assessments, and impact analysis across systems and business processes.
• Collaborate with architects, developers, QA, and SMEs to support solution design, test planning, UAT, and implementation.
• Support change management, readiness planning, and postimplementation validation activities.
• Document complex endtoend workflows across clientfacing, operational, and systemdriven processes.
• Partner with SMEs to define requirements that enhance process efficiency, control, usability, and data accuracy.
• Support initiatives involving integrations with internal systems and thirdparty vendors.
• Identify and clarify crossteam dependencies, ensuring handoffs and responsibilities are well defined and understood.

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.

What Success Looks Like in This Role:

• You build strong, trustbased relationships with business partners, technology teams, and external vendors to drive shared understanding and alignment.
• You communicate clearly and proactively, ensuring stakeholders stay informed, engaged, and confident in delivery progress.
• You consistently bring clarity to complex or ambiguous problems by asking the right questions, synthesizing information, and structuring requirements effectively.
• You regularly look for ways to streamline processes, strengthen controls, improve client and advisor experiences, and advance the firm's transformation goals.
• You adapt quickly to shifting priorities and remain grounded, organized, and solutionsfocused in a fastpaced environment.
• You balance strategic thinking with handson execution, producing highquality deliverables such as process maps, requirements, user stories, and workflow documentation.
• You demonstrate curiosity, initiative, and ownership-anticipating risks, surfacing dependencies, and proactively driving issues to resolution.
• You contribute to efficient, lowrework delivery by defining accurate requirements, supporting testing and validation activities, and partnering closely through implementation.
• You help ensure solutions meaningfully improve advisor and client experiences.

Expertise You Bring

• Minimum 3-5 years of Business Analyst experience in wealth management
  • Experience supporting front-, middle-, and backoffice wealth functions.
  • Experience in onboarding, account servicing, portfolio management, investment products, regulatory workflows, financial reporting, or trading.
• Strong understanding of Agile and Waterfall SDLC
• Demonstrated proficiency in requirements documentation, process modeling, and systems analysis.
• Ability to concurrently work across multiple projects in a dynamic, highaccountability environment.
• Proficiency with JIRA, Confluence, Visio, and Microsoft Office.
• Comfort analyzing data using Excel, SQL, or equivalent tools to validate requirements and support decisionmaking

Is This Role Right for You? Are you adept at analyzing and synthesizing information, simplifying complex concepts, and creating visuals that help people understand issues? Then the role of Business Analyst with our team is for you! You will be responsible for analysis mandates within major projects in the financial services sector. Join a purpose-driven, winning team committed to results in an inclusive and high-performing culture.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $80,000 - 95,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.
This posting is for an existing vacancy.

At Raymond James - we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 
Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.