Coordinator, Client Solutions

  • Company:
    Mackenzie Investments
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    17 hours ago
  • Category:
    Customer Service

IGM Financial Inc. is one of Canada”s premier financial services companies, and one of the country”s largest managers and distributors of investment funds and other managed asset products, with over $248 billion in total assets under management as of March 31, 2021. Its activities are carried out principally through Investors Group Inc., Mackenzie Financial Corporation and Investment Planning Counsel Inc.We are focused on the long-term strength and stability of our companies and recognize these as core responsibilities to our clients and shareholders as we adapt and lead in an ever-changing world.Why should you join the IGM family?Be part of a winning culture!Your opportunity to develop and work with smart, highly capable leaders who are passionate and innovativeA genuine commitment to diversity and inclusion, through public goals, a variety of external partnerships/employee groups and an inclusive environmentA fulfilling employee experience – we offer competitive terms, a collaborative/respectful way of working and connect strongly with our communityAbout Client Solutions:Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.The Opportunity:The Client Solutions department at Mackenzie Investments is looking for a dedicated Coordinator, Client Solutions to join our team.Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing of our Registered Disability Savings Product (RDSP) on the Unitrax system.As a Coordinator Client Solutions, you will have the opportunity to do your best work byProviding high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of the Registered Disability Savings Product and other specialized administrative services ensuring requests are completed in accordance with Mackenzie’s policies and 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 and encourage client focus mindset. Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes. To be successful in this role, you have: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 processing, processes and procedures, and working knowledge of Microsoft Office is an asset.Relationship management: Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company. Professional attitude, with strong customer orientation.Results oriented mindset: Detail-oriented 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.Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset. Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.Internal 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 posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by May 13, 2021. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. This position is a career level S4.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 # 21-1027