Salary Range: $50,000 to $70,000
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 building lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive investment solutions, brokerage, and investment banking services. We are the 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, tailored 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.
Our Canadian operation, Canaccord Genuity Corp., is currently looking for an Associate, Client Services to join the Kuzyk Private Wealth team on a full-time permanent basis. Reporting to the Portfolio Manager, the Associate, Client Services role is primarily responsible for ensuring clients are extremely satisfied with the service we provide, and that systems and processes are developed and maintained to support a growing business.
Responsibilities:
- Operate as the primary contact for client service and support;
- Servicing clients with professionalism, efficiency, and upholding confidentiality;
- Communicate effectively and efficiently to solve clients requests;
- Manage team phone lines and voicemail, assisting clients and potential prospects in a professional manner;
- Participating in projects to increase operational efficiencies and reduce costs;
- Involvement in developing the wealth business using various marketing initiatives;
- Perform additional administrative duties as required. Provide day-to-day administrative support to the Lead Investment Advisor and team as needed;
- Perform general administrative duties, coordinate lunches, team dinners, and setup client in-person meetings;
- Coordinate business meetings/travel, virtual meetings using Zoom; booking and coordinating travel arrangements (flights, reservations, hotel bookings);
- Book medical, legal, and other personal appointments;
- Assist with providing high level priority management and calendar management on Outlook, Zoom, Salesforce and DocuSign;
- Manage bank accounts, pay bills, arrange wire transfers, deposit/mail cheques and track transactions;
- Expense management, tracking, and budgeting;
- Assist with processing expense reports in a timely and accurate manner, tracking expenses, and preparing tax related documents for accountants and Family Offices;
- Prepare and assist in the preparation of business correspondence, presentations, reports, memos, letters, and spreadsheets;
- Support IA with technology by troubleshooting issues with video, audio, and Apple products;
- Assist with maintaining various databases (SalesForce,), maintain and keep organized records/files for business and personal documents;
- Assist with marketing activities and social media using LinkedIn;
- Management of passwords/confidential files of IA.
Skills & Qualifications:
- Fully fluent in English;
- Industry experience, including CSC and CPH is an asset;
- Able to legally work in Canada;
- An undergraduate degree or higher level of education is an asset;
- Excellent verbal and written communication skills complemented by exceptional interpersonal skills;
- Ability to demonstrate a high level of discretion and confidentiality;
- Detail-oriented with strong organizational capacity and high attention to detail, follow up, and communication;
- Excellent prioritization skills with the ability to excel under pressure in a fast-paced growing team environment;
- Excellent teamwork skills complemented by the ability to work well independently;
- Advanced proficiency in Microsoft Office, Outlook, Adobe Acrobat, DocuSign, Zoom, and Salesforce;
- Wants to work within a winning team culture which is striving for excellence;
- Authentic, Competent, and Trustworthy.
#INDHP
All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
