Canaccord Genuity Associate in Relationship Management

Seize the chance to become an Associate in Relationship Management at Canaccord Genuity. This role centers on providing exemplary client service and managing critical financial processes in a dedicated schedule from 6:30 am to 2:30 pm PST.
Join the Pinnacle Correspondent Services team, where you will ensure seamless communication between clients and operations. Your expertise in managing client relationships and operational processes will be vital in enhancing service quality across the firm.
Key Responsibilities:
• Facilitate daily workflow between clients and Canaccord Operations
• Manage client inquiries, ensuring prompt responses
• Lead monthly service reviews and prepare essential reports
• Process transactions and reconcile client accounts
• Develop documentation supporting client procedures and communications
Requirements:
• At least 3 years of customer service experience relevant to finance
• Strong problem-solving and organizational skills
• Kn...