Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

Account Manager

• 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.

Associate, Relationship Manager