Bilingual Foundation Associate – Strategic Charitable Giving Foundation
4 weeks ago
About the Role
The Client Solutions department at Mackenzie Investments is seeking a highly motivated and detail-oriented Bilingual Associate to join their team. As a key member of the Strategic Charitable Giving Foundation team, you will be responsible for providing exceptional client service and support in a fast-paced environment.
Key Responsibilities
- Execute client applications and trade instructions on FIMS, our book of record, with a focus on accuracy and best practices.
- Correspond with internal business partners and external clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies and procedures.
- Provide clear trading instructions to our business partners and B2B our clearing company.
- Help mentor new team members via side-by-side and/or job shadowing sessions.
- Participate in projects to improve processes in a collaborative manner.
Requirements
- 3 or more years of experience in a diverse client service-focused environment.
- Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
- Detail oriented with the ability to meet strict deadlines and ability to set high goals and standards for yourself.
- Ability to think, problem solve, and make decisions in a fast-paced dynamic deadline-oriented environment.
- Excellent written and oral communication and an ability to interact and collaborate effectively with internal & external clients, peers, and senior management.
- Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands.
- Post-secondary degree in Business Administration and/or related field.
- Proficient in Microsoft Office.
- Bilingualism, English and French is required.
About Mackenzie Investments
Mackenzie Investments is a diverse workplace committed to doing business inclusively. We encourage applications from all qualified candidates that represent the diversity present across Canada.
Why Join Us
At Mackenzie Investments, you will have the opportunity to do your best work by creating effortless experiences for our clients, building and maintaining relationships, sharing knowledge and support members, and participating in projects to improve processes in a collaborative manner.
We are dedicated to offering a hybrid work environment when applicable and are committed to 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.
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Toronto, Ontario, Canada Mackenzie Investments Full timeAbout the RoleThe Client Solutions department at Mackenzie Investments is seeking a highly motivated and detail-oriented Associate to join their team. As a key member of the Strategic Charitable Giving Foundation team, you will be responsible for providing exceptional client service and support in a fast-paced environment.Key ResponsibilitiesExecute client...
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