Canaccord Genuity
Financial Services
Associate,NewAccountsServices(3MonthContract)
“Associate, New Accounts Services (3-Month Contract) at Canaccord Genuity. Skills: New accounts, Document processing, Client services. Perform credit checks. Process incoming documents”
Industry & Context.
Proof of citizenship, Permanent residence, Eligibility to work
What They're Looking For.
Must Have
Knowledge of brokerage industry, Previous back-office experience
Nice to Have
Experience with Dataphile, Experience with Hummingbird
What You'll Do.
Perform credit checks
Process incoming documents
Review account opening packages
Ensure proper documents are used
Ensure documents are completed correctly
Respond to incoming inquiries
Escalate issues to senior staff
Complete small projects
Prepare document packages for scanning
Prepare client copies
Prepare welcome packages
Cross-train on related positions
Provide back-up support
How You'll Work.
Team & Collaboration
Work well in a team
Communication Scope
Accurate information
Applying for this Associate, New Accounts Services (3-Month Contract) role?
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