Become an integral part of Canaccord Genuity's Transfers Department as a Client Transfers Associate in either Toronto or Vancouver. This full-time position emphasizes client service and operational excellence.
Reporting to the Supervisor, you will manage both incoming and outgoing account transfers while responding to inquiries from both internal and external sources. Your organizational abilities and problem-solving skills will be essential in handling complex transfer processes, ensuring accuracy and compliance in daily operations.
Key Responsibilities:
• Manage requests related to account transfers
• Ensure accurate and timely initiation of asset transfers
• Maintain current knowledge of transfer-related processes
• Support departmental statistical reporting
• Execute administrative tasks including journal entries
Requirements:
• 1-3 years of relevant administrative experience
• Excellent verbal and written communication
• Strong customer-oriented approach
• Ability to handle pressure in a rapid-paced setting
• Familiarity with brokerage systems an asset
Make a significant impact in client account management at Canaccord Genuity.
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📌 Client Transfers Associate Role at CG (Toronto)
🏢 Canaccord Genuity
📍 Toronto