Client Support Specialist

1 week ago

Manitoba, Canada IG Wealth Management Full time

About IG Wealth Management

IG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. Our company provides a broad range of financial planning and investment management services to help Canadians meet their financial goals.

Our Vision

At IG Wealth Management, our vision is to inspire financial confidence in our clients. We strive to provide the best advice, experience, and outcomes for our clients, personalized throughout their lifetime.

The Opportunity

We are seeking a dedicated Coordinator to join our team in the RESP group. As a Coordinator, you will have the opportunity to do your best work by:

  • Providing high-quality service to external and internal customers by performing account management and servicing activities for client accounts in both English and French.
  • Creating effortless experiences for our clients by providing support to internal departments and external clients for all client requests received.
  • Identifying opportunities for change and optimization in a collaborative manner by collaborating with internal business partners to continuously improve business processes.

Key Responsibilities

As a Coordinator, your key responsibilities will include:

  • Providing administrative and servicing support for multiple lines of business.
  • Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products.
  • Ensuring requests are completed in accordance with IG Wealth Management's policies, procedures, and compliance guidelines.

Requirements

To be successful in this role, you will have:

  • Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences.
  • Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
  • Results-oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills.
  • Strategic thinker: Ability to problem solve and make decisions considering regulatory environments.
  • Communication: Excellent written and oral communication skills. Bilingual in English & French would be an asset.
  • Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.
  • Education: Post-secondary education in Business Administration and/or related field.

  • Client Support Specialist

    4 weeks ago

    Manitoba, Canada Southeast Child Family Services Full time

    Client Support Specialist Job OverviewSoutheast Child Family Services is looking for a dedicated Client Support Specialist to become a vital member of our organization. In this role, you will be instrumental in delivering assistance to families and individuals in need. Your duties will encompass managing intake documentation, offering services to clients,...

  • Technical Support Specialist

    7 hours ago

    Manitoba, Canada Caretracker, Inc. Full time

    Job SummaryWe are seeking a skilled Technical Support Specialist to join our team at Caretracker, Inc. As a Technical Support Specialist, you will be responsible for providing exceptional customer service and technical support to our clients.Key ResponsibilitiesRespond to incoming support calls, chats, and emails in a timely and professional manner.Use...

  • Technical Support Specialist

    4 hours ago

    Manitoba, Canada Caretracker, Inc. Full time

    Job SummaryWe are seeking a skilled Technical Support Specialist to join our team at Caretracker, Inc. As a Technical Support Specialist, you will be responsible for providing exceptional customer service and technical support to our clients.Key ResponsibilitiesRespond to incoming support calls, chats, and emails in a timely and professional manner.Use...

  • Indigenous Client Support Specialist

    6 days ago

    Manitoba, Canada ITS Global Full time

    **Job Summary**As an Indigenous Client Support Coordinator at ITS Global, you will play a vital role in supporting Indigenous clients and entrepreneurs in getting back on track with their loan repayments and account management.**Key Responsibilities:**Conduct daily follow-ups and collection efforts on assigned overdue accounts.Send formal demand letters with...

  • Indigenous Client Support Specialist

    1 week ago

    Manitoba, Canada ITS Global Full time

    **Job Summary**As an Indigenous Client Support Coordinator at ITS Global, you will play a vital role in supporting Indigenous clients and entrepreneurs in getting back on track with their loan repayments and account management.**Key Responsibilities:**Conduct daily follow-ups and collection efforts on assigned overdue accounts.Send formal demand letters with...

  • Direct Support Specialist

    3 weeks ago

    Manitoba, Canada Southeast Child Family Services Full time

    Southeast Child Family Services is seeking a dedicated and compassionate Direct Support Specialist to join our team in serving the unique needs of young adults and families within designated First Nations communities.As a Direct Support Specialist, you will play a vital role in providing protection and prevention services, ensuring the well-being and safety...

  • Substance Use Support Specialist

    4 weeks ago

    Manitoba, Canada Behavioural Health Foundation Full time

    Position Overview:The Behavioural Health Foundation is looking for dedicated Substance Use Support Specialists to deliver personalized assistance to individuals facing challenges related to substance use and mental health. The successful candidate will collaborate closely with the Program Director to guarantee that clients receive the necessary support and...

  • Residential Support Specialist

    3 weeks ago

    Manitoba, Canada enVision Full time

    About enVision Community Living enVision Community Living is a non-profit organization dedicated to empowering individuals with disabilities to lead fulfilling lives. We strive to create an inclusive environment where everyone feels valued and supported. The Opportunity: Residential Support Specialist We are seeking compassionate and dedicated Residential...

  • Substance Use Support Specialist

    4 weeks ago

    Manitoba, Canada Behavioural Health Foundation Full time

    Position Overview:The Behavioural Health Foundation is looking for dedicated Substance Use Support Specialists to deliver personalized assistance to individuals facing challenges related to substance abuse and mental wellness. The successful candidate will collaborate closely with the Program Director to guarantee that clients receive comprehensive and...

  • Bilingual Client Operations Specialist

    4 weeks ago

    Manitoba, Canada IG Wealth Management Full time

    Division: IGM Client Services Operations Location: Montreal, Winnipeg IGM Financial Inc. stands as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $271 billion in total assets. The organization offers a comprehensive array of financial planning and investment management services aimed at assisting over...

  • Bilingual Insurance Case Coordinator

    2 days ago

    Manitoba, Canada IG Wealth Management Full time

    POSITION SUMMARYThe Insurance Case Coordinator plays a critical role in ensuring the timely and effective delivery of Insurance Services to clients of Estate and Planning Specialists. This position requires strong communication and organizational skills to manage a caseload of new insurance business.DUTIES INCLUDE:Acting as a liaison between Consultants,...

  • Bilingual Insurance Case Coordinator

    3 days ago

    Manitoba, Canada IG Wealth Management Full time

    POSITION SUMMARYThe Insurance Case Coordinator plays a critical role in ensuring the timely and effective delivery of Insurance Services to clients of Estate and Planning Specialists. This position requires strong communication and organizational skills to manage a caseload of new insurance business.DUTIES INCLUDE:Acting as a liaison between Consultants,...

  • Download Support Specialist

    4 weeks ago

    Winnipeg, Manitoba, A3C, Manitoba, Canada HUB International Full time

    Ignite your potential. Impact what matters.Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a...

  • Clinical Specialist

    2 months ago

    Manitoba, Canada Chemistree Solutions Full time

    Role description Clinical Specialist - Bowel Management. Exciting new opportunity working across South West, South Central and South WalesRole: Bowel Management SpecialistTherapy Area: Bowel, ColorectalLocation: South West, South Central and South Wales - suitable candidates will live on territory or a commutable distance from the territorySalary: Highly...

  • Technical Support Specialist

    6 hours ago

    Manitoba, Canada Caretracker, Inc. Full time

    Job SummaryWe are seeking a highly skilled Technical Support Representative to join our team at Caretracker, Inc. As a Technical Support Representative, you will be responsible for providing exceptional customer service and technical support to our clients.Key ResponsibilitiesRespond to incoming support calls, chats, and emails in a timely and professional...

  • Technical Support Specialist

    4 hours ago

    Manitoba, Canada Caretracker, Inc. Full time

    Job SummaryWe are seeking a highly skilled Technical Support Representative to join our team at Caretracker, Inc. As a Technical Support Representative, you will be responsible for providing exceptional customer service and technical support to our clients.Key ResponsibilitiesRespond to incoming support calls, chats, and emails in a timely and professional...

  • Meeting Room Services Specialist

    4 weeks ago

    Manitoba, Canada WBM Technologies Full time

    Meeting Room Services Specialist In the role of Meeting Room Services Specialist, you will be tasked with ensuring the delivery of exceptional meeting room services for our clients. Your responsibilities will include actively monitoring and managing system performance through the Microsoft Teams Room Managed Services Portal, executing technical...

  • Nail Care Specialist

    3 days ago

    Manitoba, Canada 10043550 Manitoba Ltd Full time

    About the RoleWe are seeking a skilled Nail Care Specialist to join our team at 10043550 Manitoba Ltd. As a Nail Care Specialist, you will be responsible for providing exceptional nail care services to our clients.Key ResponsibilitiesDesign and create custom nail art for clientsApply and remove artificial nails and nail enhancementsClean, trim, and polish...

  • Nail Care Specialist

    3 days ago

    Manitoba, Canada 10043550 Manitoba Ltd Full time

    About the RoleWe are seeking a skilled Nail Care Specialist to join our team at 10043550 Manitoba Ltd. As a Nail Care Specialist, you will be responsible for providing exceptional nail care services to our clients.Key ResponsibilitiesDesign and create custom nail art for clientsApply and remove artificial nails and nail enhancementsClean, trim, and polish...

  • Supportive Care Assistant

    1 week ago

    Manitoba, Canada Hesed Healthcare & General Services Inc. Full time

    About the RoleWe are seeking a compassionate and detail-oriented Companion Care Specialist to join our team at Hesed Healthcare & General Services Inc. As a key member of our care team, you will provide personalized support to our clients, ensuring their physical, emotional, and social needs are met.ResponsibilitiesClient Support: Provide companionship and...