Client Services Associate
Finlogik Offshore Solutions(10 days ago)
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.
Required Skills
- Microsoft Office
- Client Service
- Organizational Skills
- Communication
- Documentation
About Finlogik Offshore Solutions
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.
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