Senior Account Manager executing client plans for Lucid Group, a healthcare communications agency. Building strong client relationships and managing account stability, performance, and financials.
CM
Onsite Associate, Relationship Manager
Posted 13 hours ago
About the role
- Associate Relationship Manager at Canaccord Genuity providing customer service and support to Pinnacle clients in financial services. Coordinating workflow and ensuring adherence to service level agreements while supporting account management and documentation.
Responsibilities
- Supervise day-to-day workflow between Pinnacle clients and Canaccord Operations.
- Receive and respond to day-to-day inquiries/requests from clients, internal partners, and manage or escalate client issues accordingly.
- Ensure action items are completed in a timely manner, and follow timeframes outlined in client Service Level Agreements.
- Act as a subject matter expert, understanding the various integration points and key business processes of assigned Pinnacle clients.
- Coordinate processes around calendar and fiscal year-end deadlines for Pinnacle clients.
- Prepare monthly, quarterly and annual reports as required.
- Assist with processing money movements, securities transactions, reconciliation and correcting transactions for client accounts.
- Provide assistance to clients in completing Canaccord Genuity documentation and account opening.
- Prepare and administer monthly invoices for clients.
- Organize, chair, document and follow up monthly service review calls with clients.
- Create documentation in support of Pinnacle clients (policies, procedures, Service Level Agreements, manuals, training materials, and presentations).
- Participate in ongoing reviews and improvement of Pinnacle client procedures, working with internal partners across the front and back office.
- Notify clients of upcoming development items and procedural changes; conduct systems testing; prepare and deliver training programs for clients as new initiatives are released.
- Administer Pinnacle website and portal content.
- Perform additional responsibilities and project related tasks as required.
Requirements
- 3 years of customer service experience, preferably in the financial services industry; or equivalent securities brokerage experience, preferably in a correspondent environment.
- Exceptional customer service and communication skills, complemented by strong interpersonal and relationship building skills.
- Good general knowledge of US and Canadian Broker/Dealer operations: CIRO and provincial regulatory frameworks, CDS/DTCC/CDCC/OCC trade clearing and settlement, Treasury operations & CRA/IRS reporting, OMS systems, order flow, ticketing and general trade support, KYC, documentation and account transfers.
- Completion of the Canadian Securities Course (CSC) and other financial services industry courses is an asset.
- Superior analytical, problem solving and organizational skills with excellent attention to detail.
- Ability to work under high pressure & meet strict deadlines in a busy & fast-paced environment.
- Ability to demonstrate flexibility and deal with simultaneous priorities, pressures and deadlines.
- Proactive, with excellent teamwork skills complemented by the ability to work independently.
- Ability to ask constructive questions and have a sense of curiosity to address new issues.
- Excellent business writing skills - strong writing and proofreading; editorial and technical writing experience is an asset.
- Advanced proficiency with Microsoft Office applications (Word, Excel, Outlook, PowerPoint).
- Dataphile application experience is an asset.
Benefits
- Health insurance
- Professional development opportunities
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