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Manitoba, Canada IG Wealth Management Full timeJob Title: Bilingual Coordinator, Wealth OperationsAt IG Wealth Management, we are seeking a highly skilled and detail-oriented Bilingual Coordinator to join our team. As a Bilingual Coordinator, you will play a critical role in providing exceptional customer service to our clients, while also supporting the day-to-day operations of our wealth management...
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Manitoba, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG 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 VisionAt IG Wealth Management, our vision is to inspire financial confidence...
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Bilingual Coordinator, Wealth Operations Specialist
2 months ago
IG Wealth Management is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help our clients meet their financial goals.
The OpportunityWe are seeking two Bilingual Coordinators to join our External Transfer In group. As a Coordinator, you will provide administrative and servicing support for multiple lines of business, including Mortgages, Insurance, and IGFS. You will also provide support to internal departments and external clients for all client requests received.
Key Responsibilities- Provide high-quality service to external and internal customers, performing account management and servicing activities for client accounts in both English and French.
- 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, working with internal business partners to continuously improve business processes.
- 1-2 years of financial industry experience, with a passion for creating and delivering outstanding customer experiences.
- Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
- Detail-oriented with strong decision-making, and problem-solving skills, with a passion for self-development and learning.
- Bilingual in English & French, with strong written and oral communication skills in both languages.
- Ability to work in a fast-paced and deadline-driven environment, with strong organizational and time-management skills.
We are looking for a motivated and detail-oriented individual who is passionate about delivering exceptional customer experiences. If you have a strong background in the financial industry and excellent communication skills, we encourage you to apply.
