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Bilingual Coordinator, Client Solutions Expert
2 months ago
Mackenzie Investments is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. Our company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.
About Client SolutionsOur Client Solutions department is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees.
The OpportunityWe are seeking a dedicated Coordinator, Client Solutions to join our team. As a Coordinator, Client Solutions, you will be responsible for daily administrative functions related to client account servicing of our registered and investment products. You will have the opportunity to do your best work by providing high-quality service to external and internal customers, performing account management and servicing activities for client accounts in both English and French, and interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products.
Key Responsibilities- Provide high-quality service to external and internal customers.
- Perform account management and servicing activities for client accounts in both English and French.
- Interpret and analyze documentation for the input and processing of a variety of registered and non-registered investment products.
- Create effortless experiences for our clients by providing support to internal departments and external clients for all client requests received.
- Identify opportunities for change and optimization in a collaborative manner.
- Bilingual in French and English.
- 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: Bilingual communication skills in both English and French with excellent written and oral communication skills.
- Planning and Organization: Ability to work in a fast-paced and deadline-driven environment.
- Education: Post-secondary education in Business Administration and/or related field.
- Availability: Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.
