Client Account Transfer Associate

Position: Client Account Transfer Associate Role
Become an Associate for Client Account Transfers at Canaccord Genuity in Toronto or Vancouver. This permanent position integrates customer service excellence with transfer management responsibilities.

The Associate role requires at least 1-3 years of relevant administrative experience, allowing you to effectively handle inquiries and manage asset transfers. Your problem-solving skills and ability to prioritize tasks will be essential in this high-pressure environment, fostering relationships that drive client satisfaction.

Key Responsibilities:

• Handle day-to-day inquiries from clients and staff

• Provide expertise on all transfer-related processes

• Track and manage account transfer requests

• Maintain current records of departmental resources

• Communicate follow-up on outstanding transfers via phone or email

Requirements:

• 1-3 years' experience in administrative roles, preferably brokerage

• Strong communication and organizational abilities

• Client-focused with professional telephone etiquette

• Capable of managing multiple priorities and deadlines

• Familiarity with relevant software, such as Dataphile or FundSERV

Leverage your skills in administration and client relations to ensure a seamless account transfer process at Canaccord Genuity.
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