Client Relations Representative – Contract

  • Company:
    Mackenzie Investments
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
  • Posted:
    3 months ago
  • Category:
    Customer Service

Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $60 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $140 billion. We are committed to the financial success of investors, through their eyes.Our VisionEverything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, throughtheireyes.Our ValuesOur growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.At Mackenzie Investments you can Build Your Career with Confidence by:Changing the Game:We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.Making a Smarter World:We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.Being Proud:As a part of our team you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.Joining an Unstoppable Team:We build teams that look out for each other, ask the best of each other and deliver the finest work.Learning and Growing:We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.The Role:As a Client Relations Representative, you will be a significant part of a team that specializes in providing effective solutions and support for Financial Advisors, Dealers and Investors through in-bound telephone calls and email.As a valued member of the client relations team, your responsibilities will include:Client Experience ExcellenceEducating clients on Mackenzie products and servicesAddressing inquiries from our clients through phone calls(inbound/outbound), emails and faxProvidingsuperiorcustomerexperiencesby guiding our clients towards an appropriate solutionBuilding relationships with our clients to create loyalty towardsMackenzie InvestmentsProactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phoneBusiness InitiativesSupport business goals and needs to be a leader in the industryParticipate in focus groups and provide valuable feedback to enhance the client experienceAbility to recognize opportunities for sales growth and process improvementsWhy Work with our Client Relations Team?We are Smart People in a Smart Industry:Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception StudyClient Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.We are Challengers:Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individualsChallenging work & fast paced work environmentOpportunities for innovation and idea sharing are provided on both department and corporate levelA Career that outperforms:Gain a strong understanding of the financial services & mutual fund industryExposure to various roles within the industry through collaboration with internal partnersExtensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more) Personal growth and development through peer coaching and mentorshipA Community that invests in CommunitiesVolunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)Flexible rotating shift from 8:00am to 8:00pmA culture that recognizes and celebrates employee milestones and accomplishmentsFinancial support offered for employees to complete industry related courses/certificationsThe following qualifications will assist the successful candidate:Strong customer service and interpersonal skillsBilingual (French & English) or Trilingual (Cantonese, Mandarin & English) is an assetExcellent verbal and written communicationSound judgment and decision-making capabilitiesAbility to recognize opportunities for sales growth and process improvementsPost-secondary education in a related field or a keen interest in the financial industryEffective time management skills who can perform in a fast-paced, deadline oriented environmentRelated industry or call-centre experience is an assetSuccessful completion of the Canadian Securities Course and/or IFIC is preferredProficient knowledge of Microsoft Office Suite ProductsInternal Applicants:If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the postingand have your referral indicate that they were referred by you when completing the application. All resumes should be received byOctober 26, 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.External Applicants:We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.File #18-172