Become a Customer Success Manager at Canaccord Genuity's Pinnacle Services, dedicated to delivering outstanding client service. This role emphasizes problem-solving and operational efficiency.
As part of Pinnacle Correspondent Services, you will ensure that client requests are handled promptly, facilitate communication, and oversee minute details in service commitments. Your skills will drive improvements in client procedures, making you an essential contributor to client satisfaction and operational success.
Key Responsibilities:
• Manage daily client workflow and service integration
• Address client inquiries and suggest solutions
• Maintain compliance with Service Level Agreements
• Prepare reports and coordinate year-end processing
• Organize and document monthly review meetings
Requirements:
• Minimum of 3 years in customer service within finance
• Excellent relationship management and communication skills
• Good understanding of broker operations ...