Elevate your career with IGM as a Bilingual Estate Associate in Winnipeg or Montreal. Serve clients by managing estate-related inquiries and delivering exemplary support in a hybrid work setting.
As a key member of IGM’s Wealth Management team, this role requires 1-2 years of financial services experience, strong communication capabilities, and proficiency in Microsoft Office. You’ll support clients and advisors through timely responses to inquiries on deceased client matters, ensuring exceptional service quality through knowledge of policies, procedures, and systems.
Key Responsibilities:
• Manage client communications via phone and email effectively
• Process requests, account valuations, and client notifications
• Maintain high standards in responding to client issues
• Support team development through training and quality feedback
• Participate in process modernization initiatives and enhancements
Requirements:
• 1-2 years in financial or investment servi...