Elevate your career with Canaccord Genuity as a Senior Associate handling New Account Services in Vancouver. This role emphasizes client relationships and compliance.
The ideal candidate will have over five years of experience in brokerage administration, focusing on credit checks and account opening document validation. This position is pivotal in ensuring operational excellence and customer satisfaction through proactive communication and detailed processes.
Key Responsibilities:
• Execute credit checks and corporate document searches
• Review account opening packages for compliance
• Address inquiries with clarity and professionalism
• Prepare various documentation for scanning tasks
• Provide backup support to team members as needed
Requirements:
• 5+ years in recent account administration
• Preferred completion of the Canadian Securities Course
• Strong attention to detail alongside organizational skills
• Excellent communication abilities with clients
• Proficiency in Microsoft Office suite and Dataphile preferred
Drive impactful client experiences and refine your skills within the dynamic team at Canaccord Genuity.
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📌 Vancouver Senior Associate, Client Account Services
🏢 Canaccord Genuity
📍 Vancouver