Elevate your career with Canaccord Genuity as an Associate in New Accounts Services, based in Toronto. This is your chance to contribute to client satisfaction while ensuring regulatory compliance.
This role, offered as a renewable 3-month contract, engages you in vital tasks such as processing new accounts and handling inquiries. You'll work closely with a collaborative team dedicated to delivering exceptional client experiences.
Key Responsibilities:
• Perform credit checks and corporate registration searches
• Ensure accuracy in account opening document reviews
• Manage client inquiries with speed and accuracy
• Prepare materials for client welcome mailings
• Support and cross-train within the team for efficiency
Requirements:
• Previous experience in a back-office or brokerage setting is preferred
• Detail-oriented with strong organizational skills
• Excellent customer service focus
• Proficient with MS Office Suite
• Familiarity with Dataphil...