Client Services Associate
Canaccord Genuity
About this role
Canaccord Genuity is seeking a Client Services Associate to support its Wealth Management practice in Vancouver. The role involves assisting Investment Advisors and Portfolio Managers with client relationships, documentation, and administrative tasks, contributing to the growth of the wealth management business.
Skills
About Canaccord Genuity
canaccordgenuity.comCanaccord Genuity Group Inc. is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.
About Canaccord Genuity
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Canaccord Genuity.
Salary
$45k – $50k
per year