Join IGM Wealth Management as a Client Account Coordinator, providing exceptional service and support to clients. This position emphasizes account management and a client-centric approach across various business lines.
As part of the Client Account Management & Specialized Support Team, you’ll engage in activities ranging from account setup to servicing client requests in both English and French. Your role will require collaboration with business partners and a focus on optimizing processes to ensure a seamless client experience throughout. Your expertise will help maintain our high standards of service delivery.
Key Responsibilities:
• Provide high-quality service to internal and external clients
• Manage and service client accounts efficiently
• Analyze and process investment product documentation
• Collaborate for continuous business process improvements
• Deliver support for all client requests promptly
Requirements:
• 1-2 years in the financial industry<...