Canaccord Genuity
Financial Services
Associate,NewAccountsServices
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate, New Accounts Services at Canaccord Genuity. Skills: New accounts, Regulatory requirements, Client documentation. Perform credit checks. Perform corporate searches”
Industry & Context.
Eligibility to work in Canada
What They're Looking For.
Must Have
Knowledge of brokerage industry, Experience in back-office environment
Nice to Have
Dataphile experience, Hummingbird experience
What You'll Do.
Perform credit checks
Perform corporate searches
Process incoming documents
Review account opening packages
Ensure proper documents are used
Ensure documents are completed correctly
Respond to incoming inquiries
Escalate issues/inquiries to senior staff
Complete small projects
Prepare document packages for scanning
Prepare client copies
Prepare welcome packages for mailing
Cross-train on related positions
Provide back-up support to team members
How You'll Work.
Team & Collaboration
Work in a team environment; Back-up support to team members
Communication Scope
Accurate information
Full Job Description
**Salary Range:** $45,000 - $50,000 **Who we are:** Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices. Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know. Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, New Accounts Services to join our Vancouver team. The timings for this role are 7:30am – 3:30pm PST. **Responsibilities:** * Perform credit checks and corporate searches. * Process incoming documents, which entails revie
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