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Associate- Wealth Operations

3 months ago

Winnipeg, Manitoba, Canada Mackenzie Financial Corporation Full time

Job Description:

Grade:
S5**
Referral Level: Level 1

Division:
IGM-CSO**IGM Financial Inc.

is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.

The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Its activities are carried out principally through IG Wealth Management and Mackenzie Investments


Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.

Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.


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.

As 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.

We are proud to be recognized as one of Canada's Top Employers by Mediacorp Canada Inc.

for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing.

You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.

We are dedicated to offering a hybrid work environment when applicable.

DEPARTMENT OVERVIEW:

Managed Solutions is a strategic area within Client Services Operations responsible for client administration on both the MFDA and IIROC dealers with locations in Winnipeg, Montreal and Toronto.

Managed Solutions is responsible for the administrative oversight of the _i_Profile Private Portfolios & Azure programs
- managed asset programs for the high net worth & mass affluent clients.

***: The Associate, Managed Solutions is responsible for completion of complex financial transactions with expert knowledge of all account product types serviced through the program (Registered, Non-Registered, TFSA and Income products) as well as specialized processes for Estates and RESP. In addition, this individual is responsible for exception reporting, risk mitigation and operational controls. This role is responsible for completing root cause analysis, trending and promoting business improvements with our internal partners to enhance the client experience. This individual is expected to maintain a high level of accuracy, timeliness and accountability.

DUTIES INCLUDE:

  • Client servicing and administration completion of financial and nonfinancial transactions on HNW client accounts in alignment to industry and company regulations, including communications with Consultants, Region Office Operations and Corporate Contact Center to bring resolution to client requests in a timely manner.
  • Oversight of automation activities, including review and analysis of exception reporting to proactively resolve complex transactions with adherence to the risk and control framework. Review of daily error correction reports to ensure data integrity and reporting of client transactions in both the dealer and manufacturer systems
  • Maintain a disciplined approach to documenting detailed records regarding actions taken to client accounts, including identifying root cause of errors/trends and communicating appropriately to create awareness in support of first contact resolution.
  • Manage escalations review each issue with consideration, collaboration with appropriate experts as required and initiate action to be taken to resolve issue in a timely manner.
  • Take initiative to identify opportunities and provide feedback to improve business policies and processes across Client Services Operations.

QUALIFICATIONS

  • Minimum 2 years experience in a diverse client services business environment with expertise in back office operations
  • Post secondary degree/diploma in a business discipline with relevant securities or financial services courses (IFIC, Canadian Securities) or willingness to acquire within 1 year
  • Excellent interpersonal skills and proven client centric servicing skills
  • Strong organizational skills with the ability to effectively handle pressures of frequently changing priorities and deadlines
  • Attention to detail, strong problemsolving and decision making skills is critical
  • Strong communication skills, both verbal and written
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternat