Enhance client relationships with Canaccord Genuity as a Client Services Associate in Montreal. This role demands bilingual skills in English and French, paired with a passion for problem-solving.

Canaccord

Genuity seeks a detail-oriented individual for its CG Direct division. As part of the client services team, you'll resolve client inquiries via various communication channels and assist with onboarding for current accounts. The ideal candidate will thrive in a fast-paced environment, demonstrating excellent communication and interpersonal skills. Key Responsibilities:

- Establish trust with clients through effective communication
- Assist clients with their requests for CG Direct
- Facilitate onboarding for new account applications
- Support daily operational and administrative tasks
- Execute special projects as needed Requirements:
- Bilingual in English and French
- Experience in account management within the securities industry
- Completion of Canadian Investment Regulatory Exam is an asset
- Strong problem-solving and interpersonal skills
- Proficient in MS Office applications Bring your communication skills and problem-solving expertise to elevate client experiences at Canaccord Genuity.

📌 Client Services Associate at Canaccord Genuity (Montreal)
🏢 Canaccord Genuity
📍 Montreal