Found Description
Elevate your career with Canaccord Genuity as an Associate, Relationship Manager in Pinnacle Correspondent Services. This client-facing role emphasizes relationship building and exceptional service delivery in a fast-paced environment.
You will act as a key liaison, managing inquiries and ensuring compliance with service agreements. By preparing essential reports and client documentation, you'll drive operational efficiency while enhancing client satisfaction. Your ability to communicate effectively will ensure client issues are resolved promptly.
Key Responsibilities:
• Coordinate client services and maintain regular communications
• Manage escalating client issues with timely resolutions
• Prepare financial reports and documentation for client accounts
• Assist with money movements and transaction reconciliations
• Organize monthly service review calls
Requirements:
• Minimum of 3 years in customer service, ideally in finance
• Familiarity with regulator...
You will act as a key liaison, managing inquiries and ensuring compliance with service agreements. By preparing essential reports and client documentation, you'll drive operational efficiency while enhancing client satisfaction. Your ability to communicate effectively will ensure client issues are resolved promptly.
Key Responsibilities:
• Coordinate client services and maintain regular communications
• Manage escalating client issues with timely resolutions
• Prepare financial reports and documentation for client accounts
• Assist with money movements and transaction reconciliations
• Organize monthly service review calls
Requirements:
• Minimum of 3 years in customer service, ideally in finance
• Familiarity with regulator...
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