Relationship Manager Associate at Canaccord Genuity

Elevate your career with Canaccord Genuity as a Relationship Manager Associate. This role involves providing exceptional client service and expert support in the financial services sector from 6:30 am to 2:30 pm PST.
As a Relationship Manager Associate at Canaccord Genuity’s Pinnacle Correspondent Services, you will supervise workflow, resolve client inquiries, and ensure compliance with Service Level Agreements. Your ability to build strong relationships and analyze needs will be crucial in delivering high-quality service.
Key Responsibilities:
• Supervise day-to-day client interactions with Canaccord Operations
• Respond to client inquiries and manage issues effectively
• Prepare monthly and quarterly reports for clients
• Assist in processing transactions and managing client accounts
• Facilitate communication and document procedures for clients
Requirements:
• 3 years of customer service experience in financial services
• Strong communication and relat...