Drive your professional growth as a New Accounts Services Associate with Canaccord Genuity, emphasizing compliance and customer relations. Your contributions will be vital in managing account documents and inquiries.
In this role, you will be responsible for ensuring proper compliance during account openings, performing credit checks, and responding to client inquiries efficiently. Your detail-oriented approach and organizational skills will help in managing document processing and preparation for the scanning process. You will also engage in cross-training initiatives and provide essential backup to your team.
Key Responsibilities:
• Conduct thorough credit checks and corporate searches
• Ensure compliance in account opening packages
• Address queries and provide accurate information
• Prepare document packages for filing and scanning
• Assist team members and support collaboration efforts
Requirements:
• Familiarity with the brokerage industry preferred
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