Coordinator Client Account Management & Specialize Support

Job Overview

Job title: Coordinator Client Account Management & Specialize Support

Job description: Location: Virtual

Division: IGM Client Services Operations

IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management, Mackenzie Investments and Investment Planning Counsel.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime. We are proud to be recognized among Canada’s Top 100 Employers (2022) by Mediacorp Canada Inc. in the national ranking for our focus on supporting employees with a number of initiatives that promote personal wellness with a focus on four key pillars including physical, mental, social and financial health. This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally.

At IG Wealth Management, our vision is to inspire financial confidence.

You will join a team that that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential. You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Department Summary:

The Client Account Management & Specialized Support Team is responsible for the accurate and responsive execution of transactions and events associated with client accounts. In addition, we provide service and support to the Consultant Network and our business partners on all administrative aspects to a client’s account to include processing client requests. The primary objective of the team is to deliver client centric holistic experience through continuous improvements, efficiencies and collaboration with our business partners in Investments, Insurance and Mortgage/Banking.

Position Summary:

Client Account Management & Specialize Support provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas.

Duties Include:

Providing high-quality service to external and internal customers. Performing account set up and management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with IG Wealth Management’s policies, procedures, and compliance guidelines.

Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge with a client focus approach.

Finding opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.

Qualifications:

Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back-office data processes and procedures.

Relationship management: Ability to build and maintain strong working relationships with your teams, peers, and business partners across the company. Must be highly engaged, displaying a professional attitude, with strong customer orientation.

Results oriented attitude: Meticulous with strong decision-making, and problem-solving skills. Passion for self-development and learning.

Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.

Communication: Excellent written and oral communication skills. Bilingual in English & French would be an asset.

Planning and Organization: Ability to work in a fast-paced and fast paced environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities.

Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC an asset but not required.

Availability: Candidates work shift is flexible as hours of operation are from 6:00 AM to 11:30 PM PM CST Monday to Friday, with overtime work during the weekday and weekends.

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

For internal applicants, please share with your current leader your intent to apply to the role. In the event that you are selected, please let your Talent Acquisition Partner know if you are in any other internal recruitment process.

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by November 21, 2022.

#LI-Hybrid

Company: IG Wealth Management

Expected salary:

Location: Canada

Job date: Wed, 09 Nov 2022 02:02:42 GMT

Job Source: Careerjet.ca

Apply for this job

A job board that helps you to get the right job based on your skills and experience.

Contact Us

info@firstnationswork.com