Job Description & How to Apply Below
Elevate your career with Canaccord Genuity as an Associate in New Accounts Services in Vancouver. This role focuses on processing documents and performing credit checks in a collaborative team environment.
Join the Vancouver team of Canaccord Genuity Corp. as an Associate in New Accounts Services. You will handle account opening packages, ensuring compliance with regulatory requirements, while providing prompt and courteous information to inquiries. This position also offers opportunities for project completions and cross-training within the team for varied experience.
Key Responsibilities:
• Perform credit checks and corporate searches effectively
• Process account opening packages, ensuring compliance
• Respond promptly to inquiries, escalating as necessary
• Prepare document packages for scanning
• Provide backup support and cross-train on related roles
Requirements:
• Knowledge of brokerage industry is an asset
• Strong detail-oriented and organizational skills
• Excellent time management abilities
• Proficient in MS Word, Excel, and Outlook
• Customer service focus with a proactive approach
Enhance your expertise in financial services while contributing to client relationships at Canaccord Genuity.
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Position Requirements
10+ Years
work experience
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