C
Customer-Focused Relationship Manager at Canaccord Genuity
Canaccord Genuity Corp.
Opportunity Description
Join Canaccord Genuity as an Associate, Relationship Manager, delivering premier client service in the financial services sector. This role demands exceptional communication and customer service skills to address client needs effectively.
As a vital member of the Pinnacle Correspondent Services team, you will manage day-to-day client interactions and inquiries. With a focus on providing bespoke solutions, you'll ensure timely completion of action items while fostering strong relationships with Pinnacle clients. Working closely with internal partners, your expertise will streamline operations and enhance client experiences.
Key Responsibilities:
• Supervise workflow between clients and Canaccord Operations
• Respond to client inquiries and escalate issues as needed
• Prepare monthly and quarterly client reports
• Coordinate processes around fiscal year-end deadlines
• Assist clients with documentation and account openings
As a vital member of the Pinnacle Correspondent Services team, you will manage day-to-day client interactions and inquiries. With a focus on providing bespoke solutions, you'll ensure timely completion of action items while fostering strong relationships with Pinnacle clients. Working closely with internal partners, your expertise will streamline operations and enhance client experiences.
Key Responsibilities:
• Supervise workflow between clients and Canaccord Operations
• Respond to client inquiries and escalate issues as needed
• Prepare monthly and quarterly client reports
• Coordinate processes around fiscal year-end deadlines
• Assist clients with documentation and account openings
Interested in this opportunity? Apply now through Expertini.
Apply for this Position