Client Services Associate

Cash Management Group, Canaccord Genuity – Vancouver, BC

Summary The Cash Management Group at Canaccord Genuity is looking for a Client Service Associate to join our high-performing team of finance professionals and work within our Operations team to assist our 5 Institutional Investment Advisors. We manage over $7 billion in client assets and employ like-minded individuals who display grit, integrity, hard work, and an ability to think outside the box.

This position demands strong attention to detail and the ability to execute tasks in a timely manner. Working closely with a team of 30+ finance professionals you will be provided with mentoring and training to ensure you fully understand the way our business is conducted. You need to have a strong work ethic, a positive attitude, and a sharp attention to detail to succeed in this role.

This is a full time onsite position out of our downtown Vancouver office.

Key Responsibilities

- Oversee and support client onboarding, including documentation, account setup, and information gathering in line with KYC and regulatory requirements
- Facilitate a seamless onboarding experience for new clients, ensuring a positive introduction to the firm
- Process and oversee account activity including openings, transfers, deposits, withdrawals, and trade instructions with a high degree of accuracy
- Monitor account activity to ensure timely completion of transactions and proactively address discrepancies
- Maintain accurate and up-to-date client records across CRM and internal systems
- Serve as the primary liaison between clients, Advisors, and internal departments (trading, compliance, operations) to ensure efficient execution of requests




- Manage client and partner relationships in alignment with a “call-first” service approach
- Coordinate and support client meetings, including preparation of materials, logistics, and post-meeting follow-up
- Assist in delivering customized reporting and communications for key client relationships
- Partner with Advisors and the sales team to support business development efforts, including: coordinating meetings with prospective clients, assisting in the preparation of pitch materials and proposals, and cultivating and maintaining a strong lead pipeline
- Track and report on client activity and sales metrics (e.g., calls, meetings, pipeline progress)
- Support client retention initiatives and relationship management strategies
- Ensure all client interactions and documentation adhere to compliance and regulatory standards
- Maintain strict confidentiality and professionalism when handling sensitive client information
- Contribute to continuous improvement of client service processes, enhancing efficiency, scalability, and overall client experience
- Provide ad hoc support to Advisors and the broader team as needed

Skills & Qualifications

- An undergraduate degree or higher level of education;
- 5+ years of financial services experience;
- IR or RR licensed;




- Vibrant and professional demeanor;
- Excellent verbal and written communication skills;
- Ability to articulate clearly;
- Self-starter attributes, motivated and hardworking;
- Strong attention to detail;
- Adaptability to work in a constantly changing and highly demanding environment;
- A team player attitude and the initiative to identify opportunities to streamline processes, boost efficiencies and uncover new opportunities;
- Able to present a polished appearance in a formal business workplace;
- Excellent proficiency in Excel;
- Experience with Salesforce.

What We Offer

- Competitive salary
- Employee Stock Purchase Plan
- RRSP matching
- Comprehensive benefits (Medical, Dental, Wellness/HCSA)
- Daily healthy snacks, weekly catered lunches, and in-office massages
- Team events and a highly collaborative culture
- A growth-oriented environment with strong mentorship and career development opportunities

How to Apply Qualified applicants are requested to apply through LinkedIn.

This posting will remain open until a qualified candidate is hired. To learn more about the team and Canaccord Genuity, visit www.cgcashgroup.ca.

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

📌 Client Services Associate | Cash Management Group (Vancouver)
🏢 Canaccord Genuity Group
📍 Vancouver