Coordinator - Client Transfer Services

4 weeks ago


Manitoba, Canada IG Wealth Management Full time

Exciting Career Opportunity:

The External Transfer team at IG Wealth Management is looking for two dedicated Coordinators to enhance their vibrant team. These Coordinators will play a crucial role in delivering administrative and service-oriented support across various business sectors within the organization. Their primary focus will be on account management, servicing tasks, and ensuring top-notch service for both internal and external stakeholders in both English and French.

Core Responsibilities:

  • Client Support: Address client inquiries and manage investment products while adhering to company guidelines and protocols.
  • Assistance: Provide support to internal teams and external clients, fostering a client-centric approach.
  • Team Collaboration: Partner with internal stakeholders to identify and execute process enhancements.

Qualifications:

  • Professional Experience: 1-2 years in the financial services sector, emphasizing exceptional customer service.
  • Relationship Building: Proven ability to cultivate strong connections with colleagues and business partners.
  • Results-Driven: Detail-oriented with robust decision-making capabilities and a commitment to personal growth.
  • Strategic Insight: Competence in making informed decisions while considering regulatory frameworks.
  • Effective Communication: Bilingual proficiency in English and French, with outstanding written and verbal communication skills in both languages.
  • Educational Background: Completion of post-secondary education in Business Administration or a related discipline.
  • Work Flexibility: Willingness to work shifts between 7:00 AM – 8:00 PM CST, Monday to Friday, with potential for occasional overtime.

Become a part of IG Wealth Management and contribute to a team dedicated to delivering exceptional service and support to clients across diverse business lines.



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