Bilingual Client Solutions Associate
M
Mackenzie Investments
📍 toronto, on, Canada
Job Description
Elevate client experiences as a Bilingual Foundation Associate with IGM Financial. This role focuses on relationship management and operational excellence in a dynamic environment.
Reporting to the Client Solutions Manager, you will handle client applications and trade instructions on FIMS. Your role involves collaborating with various internal and external stakeholders to deliver timely and accurate service. You’ll also mentor new team members and participate in process improvement projects, enhancing our overall client service.
Key Responsibilities:
• Execute client applications and trade instructions accurately
• Correspond with clients and partners through various channels
• Mentor new team members with training sessions
• Participate in collaborative process improvement projects
• Ensure adherence to internal policies and best practices
Requirements:
• 3+ years of client-facing service experience
• Excellent relationship management skills
• Results...
Reporting to the Client Solutions Manager, you will handle client applications and trade instructions on FIMS. Your role involves collaborating with various internal and external stakeholders to deliver timely and accurate service. You’ll also mentor new team members and participate in process improvement projects, enhancing our overall client service.
Key Responsibilities:
• Execute client applications and trade instructions accurately
• Correspond with clients and partners through various channels
• Mentor new team members with training sessions
• Participate in collaborative process improvement projects
• Ensure adherence to internal policies and best practices
Requirements:
• 3+ years of client-facing service experience
• Excellent relationship management skills
• Results...