Join Canaccord Genuity as a Financial Services Associate Manager, focusing on premier customer service for Pinnacle clients. Your expertise will enhance operational workflows in this critical role.
This position at Pinnacle Correspondent Services offers the opportunity to respond to client inquiries, manage service delivery, and maintain high standards in client relations. You will coordinate essential processes, prepare documentation, and support transaction management, all while working in a team-oriented environment.
Key Responsibilities:
• Supervise client interactions and help with escalations
• Ensure compliance with Service Level Agreements
• Prepare essential reports and financial documentation
• Conduct monthly review calls with clients
• Manage client account transactions and reconciliations
Requirements:
• 3 years experience in customer service, finance preferred
• Exceptional communication and interpersonal skills
• Familiarity with regulato...