Canaccord Genuity
A Senior Associate in New Accounts Services at Canaccord Genuity manages the onboarding process for new clients by processing account opening packages, performing credit checks, and ensuring compliance with regulatory and anti-money laundering requirements. The role involves responding to client inquiries, preparing document packages for scanning and mailing, and providing backup support within the team in a fast-paced financial services environment.
Canaccord 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.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Canaccord Genuity.
32% below the average for this role