Drive success in client services with Canaccord Genuity as a Client Services Associate. Support investment advisors dedicated to high net worth clientele, all while fostering strong relationships.
As part of the Cartograph Group at Canaccord Genuity, you will play a pivotal role in managing client transactions and assisting with administrative tasks. This position requires an energetic professional who can execute client follow-ups and maintain detailed reports. You'll also collaborate with custodians and streamline the onboarding process for new clients
Key Responsibilities:
• Assist Investment Advisors in client interactions and transactions
• Manage documentation and account updates for clients
• Compile statistical data and maintain account lists
• Prepare for and follow up on meetings effectively
• Collaborate on team projects and additional duties
Requirements:
• CIRO Licensed as an Investment Representative preferred
• At least 5 years of relevant i...