Job opportunity
Wealth Management Client Support - Calgary
Canaccord Genuity Group Inc.
Canaccord Genuity is seeking a Wealth Management Client Support professional in Calgary. This role focuses on enhancing client relationships while assisting the Investment Advisors with administrative duties.
The chosen candidate will join the esteemed team in Calgary to support client engagement in Wealth Management. A proactive approach towards client-facing responsibilities is essential, along with a keen focus on organizing transactions and reporting. This position requires organizational skills, a solid understanding of the securities industry, and an ability to work independently.
Key Responsibilities:
• Support Investment Advisors in client relationship management
• Execute client transaction processes accurately and timely
• Respond to client inquiries and provide exceptional service
• Prepare and distribute reports and documentation
• Liaise with internal teams and external providers for account administration
Requirements:
• CIRO Licensed or working towards it
• 2-3 years of relevant experience in finance
• Strong communication and interpersonal skills
• Excellent attention to detail and organization
• Proficiency in MS Office and financial software tools
Bring your organizational skills and attention to detail to support Canaccord Genuity in delivering exceptional client services.
#J-18808-Ljbffr
Apply on source site The chosen candidate will join the esteemed team in Calgary to support client engagement in Wealth Management. A proactive approach towards client-facing responsibilities is essential, along with a keen focus on organizing transactions and reporting. This position requires organizational skills, a solid understanding of the securities industry, and an ability to work independently.
Key Responsibilities:
• Support Investment Advisors in client relationship management
• Execute client transaction processes accurately and timely
• Respond to client inquiries and provide exceptional service
• Prepare and distribute reports and documentation
• Liaise with internal teams and external providers for account administration
Requirements:
• CIRO Licensed or working towards it
• 2-3 years of relevant experience in finance
• Strong communication and interpersonal skills
• Excellent attention to detail and organization
• Proficiency in MS Office and financial software tools
Bring your organizational skills and attention to detail to support Canaccord Genuity in delivering exceptional client services.
#J-18808-Ljbffr