Canaccord Genuity Account Services Associate British Columbia (Canada)

Canaccord Genuity Account Services Associate British Columbia (Canada)

03 Sep
|
Canaccord Genuity Group
|
Canada

03 Sep

Canaccord Genuity Group

Canada

Become a key player at Canaccord Genuity as a Senior Associate in New Accounts Services in Vancouver. Support current 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 current accounts experience in brokerage
• Canadian Securities Course (CSC) preferred
• High level of organizational skills required
• Experience with Microsoft Word, Excel, Outlook
• Proactive and team-oriented work mentality necessary

Join Canaccord Genuity's dedicated Vancouver team and enhance your professional journey.
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📌 Canaccord Genuity Account Services Associate British Columbia (Canada)
🏢 Canaccord Genuity Group
📍 Canada

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