Support

We support you with a range of resources and specialised services, to help you manage and grow your business.

We strive to ensure that you always have all the tools and information that you need at your fingertips, so that your business is kept running smoothly and growing steadily – whichever business model you choose.

Our head office is a centre of expertise and support for your business. From your dedicated Relationship Manager and Branch Supervision Manager (where relevant) to the colleagues who assist you with Systems Training, Client Services, Asset Transfers, New Accounts and those on the Dealing Desk, we are all working towards one common goal – to provide you with personal, efficient and service-focused support, so you can serve your clients effectively and with ease.

We believe what separates Raymond James from our peers is the quality of service and support we provide.

We call it Service 1st – a commitment to serve with integrity, empathy and enthusiasm. Only by providing exceptional support, can we be sure to earn the continued loyalty and trust of the wealth managers who work with us.

Our support structure includes:

A DEDICATED RELATIONSHIP MANAGER
Your dedicated relationship manager will oversee the transition of wealth managers to the Raymond James platform and will continue to work in partnership with wealth managers by overseeing the strategic aspects of the relationship.

CLIENT SERVICES TEAM
Available 8am – 5:30pm each business day for queries on investor accounts.

DEDICATED NEW ACCOUNTS AND ASSET TRANSFER SPECIALISTS
Who ensure the onboarding process is as efficient and fast as possible.

TRAINING TEAM
The Training Team provide technical assistance to ensure wealth managers get the most out of our systems, conduct training onsite, by phone and WebEx. They also conduct workflow analysis to efficiently integrate wealth managers’ internal processes with Raymond James capabilities.

ACCESS TO THE FUNCTIONAL DEPARTMENTS
For example, the Dealing Desk, IT Service Desk, Marketing, Finance, Product Management and Compliance – wealth managers and their staff can speak with subject matter experts as and when required.

PROFESSIONAL DEVELOPMENT EVENTS
An annual forum plus smaller regional professional development events.

A REGULATORY UMBRELLA
Where needed, including compliance, regulatory authorisation and PI cover – with the expertise of our compliance team experienced in the investment management process.

Find out more about how Raymond James can support you in setting up and growing your business:

>> Transition

>> Relationship Management

>> Training

>> Compliance

>> Marketing

>> Events

Back to Wealth Management Professionals

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