Join Canaccord Genuity as a Client Accounts Associate, focusing on compliance and customer support. Your role will ensure accurate processing of account-related documents and effective communication with clients.
As an associate in New Accounts Services, your responsibilities will include credit and compliance checks along with processing account opening requests. You’ll interact with clients, providing them with the welcome packages they need while managing all inquiries efficiently. Collaboration is key, as you'll also support various team functions and undertake special projects when necessary.
Key Responsibilities:
• Perform corporate searches and credit checks thoroughly
• Process account opening documentation to ensure compliance
• Handle client inquiries with professionalism and accuracy
• Prepare welcome document packages for mail
• Provide support as needed to fellow team members
Requirements:
• Experience in a brokerage setting is an asset
• Stro...