Canaccord Genuity Client Relationship Assistant
Canaccord Genuity Group Inc. • oakville, Canada
Role Description
Elevate your career in finance with Canaccord Genuity as a Client Relationship Assistant. This role revolves around supporting Investment Advisors and managing client transactions to foster growth in wealth management.
The successful candidate will work closely with a team of Investment Advisors, focusing on client interaction and operational efficiency. This position demands excellent communication skills and a proactive approach to managing multiple priorities within the wealth management environment. 2-3 years of experience in finance is preferred.
Key Responsibilities:
• Process and confirm client transactions and orders
• Maintain and organize account lists and reports
• Execute trading quotes directly with clients
• Assist in servicing existing client accounts
• Contribute to marketing initiatives for the wealth business
Requirements:
• Completion or willingness to complete relevant licensing
• Backg...
The successful candidate will work closely with a team of Investment Advisors, focusing on client interaction and operational efficiency. This position demands excellent communication skills and a proactive approach to managing multiple priorities within the wealth management environment. 2-3 years of experience in finance is preferred.
Key Responsibilities:
• Process and confirm client transactions and orders
• Maintain and organize account lists and reports
• Execute trading quotes directly with clients
• Assist in servicing existing client accounts
• Contribute to marketing initiatives for the wealth business
Requirements:
• Completion or willingness to complete relevant licensing
• Backg...