Become a key player at Canaccord Genuity as a Senior Associate in New Accounts Services in Vancouver. Support new accounts with compliance and excellent customer care.
Canaccord Genuity is dedicated to providing comprehensive solutions in wealth management and seeks a skilled Senior Associate. Operate within a structured schedule of 7:30 am to 3:30 pm PST and leverage your five-plus years of brokerage experience to manage account processes effectively. The role demands strong attention to detail and superior client interaction skills.
Key Responsibilities:
• Conduct credit checks and corporate searches accurately
• Review and process account documentation for compliance
• Provide accurate responses to client inquiries
• Manage document preparation for scanning
• Support cross-training and provide team assistance
Requirements:
• 5+ years new accounts experience in brokerage
• Canadian Securities Course (CSC) preferred
• High level of organizational skills required
• Experience with Microsoft Word, Excel, Outlook
• Proactive and collaborative work mentality necessary
Join Canaccord Genuity's dedicated Vancouver team and enhance your qualified journey.
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📌 Canaccord Genuity Account Services Associate (British Columbia)
🏢 Canaccord Genuity Group
📍 British Columbia
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