Bilingual Coordinator, Client Solutions Expert

6 days ago

Toronto, Ontario, Canada Mackenzie Investments Full time
About Mackenzie Investments

Mackenzie Investments is a leading diversified wealth and asset management company with a strong presence in Canada. With a history dating back to 1967, the company has established itself as a trusted partner for thousands of Canadian financial advisors and their clients.

Our Vision and Strategy

We are committed to challenging the status quo in the financial industry and helping Canadians achieve their financial goals. Our unique business model, based on leading brands and a multi-channel distribution strategy, enables us to provide a broad range of financial planning and investment management services.

The Opportunity

We are seeking a highly skilled and bilingual Coordinator, Client Solutions to join our team. As a key member of our Client Solutions department, you will be responsible for providing exceptional service to our clients and internal stakeholders. Your primary focus will be on daily administrative functions related to client account servicing, including registered and investment products.

Key Responsibilities
  • Client Service and Support: Provide high-quality service to external and internal customers, ensuring that client requests are completed in accordance with our policies and procedures.
  • Account Management and Servicing: Perform account management and servicing activities for client accounts in both English and French, interpreting and analyzing documentation as needed.
  • Process Improvement: Identify opportunities for change and optimization in a collaborative manner, working with internal business partners to continuously improve business processes.
Requirements
  • Bilingualism: Fluency in both English and French is required.
  • Financial Industry Experience: 1-2 years of experience in the financial industry, with a passion for creating and delivering outstanding customer experiences.
  • Relationship Management: Ability to establish and maintain strong working relationships with teams, peers, and business partners across the company.
  • Results-Oriented Mindset: Detail-oriented with strong decision-making and problem-solving skills, a passion for self-development and learning.
  • Strategic Thinking: Ability to problem solve and make decisions considering regulatory environments.
  • Communication: Excellent written and oral communication skills in both English and French.
  • Planning and Organization: Ability to work in a fast-paced and deadline-driven environment, with strong organizational and time-management skills.
  • Education: Post-secondary education in Business Administration or a related field, with industry-related courses and certifications an asset.
  • Availability: 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.

  • Bilingual Coordinator, Client Solutions Expert

    6 days ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    About Mackenzie InvestmentsMackenzie Investments is a leading diversified wealth and asset management company with a strong presence in Canada. With a history dating back to 1967, the company has established itself as a trusted partner for thousands of Canadian financial advisors and their clients.Our Vision and StrategyWe are committed to challenging the...

  • Bilingual Coordinator, Client Solutions Expert

    7 days ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    About Mackenzie InvestmentsMackenzie Investments is a leading diversified wealth and asset management company with a strong presence in Canada. With a history dating back to 1967, the company has established itself as a trusted partner for thousands of Canadian financial advisors and their clients.Our Vision and StrategyWe are committed to challenging the...

  • Client Solutions Coordinator

    7 days ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    About Mackenzie InvestmentsMackenzie Investments is a leading diversified wealth and asset management company with a strong presence in Canada. With a history dating back to 1967, the company has established itself as a trusted partner for thousands of Canadian financial advisors and their clients.Our Vision and StrategyWe are committed to challenging the...

  • Client Solutions Coordinator

    6 days ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    About Mackenzie InvestmentsMackenzie Investments is a leading diversified wealth and asset management company with a strong presence in Canada. With a history dating back to 1967, the company has established itself as a trusted partner for thousands of Canadian financial advisors and their clients.Our Vision and StrategyWe are committed to challenging the...

  • Client Solutions Coordinator

    4 weeks ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    Job Overview Mackenzie Investments 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, assisting over two million Canadians in achieving their financial aspirations....

  • Client Solutions Coordinator

    4 weeks ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    Job Overview Mackenzie Investments stands as one of Canada's premier diversified wealth and asset management firms, overseeing approximately $271 billion in total assets. Our organization offers a comprehensive suite of financial planning and investment management services aimed at assisting over two million Canadians in achieving their financial...

  • Client Solutions Coordinator

    4 weeks ago

    Toronto, Ontario, Canada Mackenzie Investments Full time

    Job Overview Mackenzie Investments stands as a prominent player in Canada's wealth and asset management sector, overseeing approximately $271 billion in assets. Our firm is dedicated to delivering a comprehensive suite of financial planning and investment management services, empowering over two million Canadians to achieve their financial aspirations....

  • Bilingual Client Solutions Manager

    6 days ago

    Old Toronto, Ontario, Canada GGB - Global Full time

    About the RoleWe are seeking a highly skilled and experienced Bilingual Client Solutions Manager to join our Global team at GGB. As a key member of our Commercial Multi-National team, you will be responsible for delivering exceptional customer service to our multi-national clients.Key ResponsibilitiesClient Portfolio Management: Manage a designated portfolio...

  • Bilingual Client Solutions Manager

    7 days ago

    Old Toronto, Ontario, Canada GGB - Global Full time

    About the RoleWe are seeking a highly skilled and experienced Bilingual Client Solutions Manager to join our Global team at GGB. As a key member of our Commercial Multi-National team, you will be responsible for delivering exceptional customer service to our multi-national clients.Key ResponsibilitiesClient Portfolio Management: Manage a designated portfolio...

  • Bilingual Litigation Legal Assistant

    2 weeks ago

    Toronto, Ontario, Canada Meridia Recruitment Solutions Full time

    Job Summary:Meridia Recruitment Solutions is seeking a highly skilled Bilingual Litigation Legal Assistant to join our team. As a Bilingual Litigation Legal Assistant, you will provide administrative support within a professional legal environment, ensuring a high standard of quality and client service.Key Responsibilities:Prepare and edit correspondence and...

  • Bilingual Litigation Legal Assistant

    2 days ago

    Toronto, Ontario, Canada Meridia Recruitment Solutions Full time

    Job Summary:Meridia Recruitment Solutions is seeking a highly skilled Bilingual Litigation Legal Assistant to join our team. As a Bilingual Litigation Legal Assistant, you will provide administrative support within a professional legal environment, ensuring a high standard of quality and client service.Key Responsibilities:Prepare and edit correspondence and...

  • Bilingual Litigation Legal Assistant

    2 days ago

    Toronto, Ontario, Canada Meridia Recruitment Solutions Full time

    Job Summary:Meridia Recruitment Solutions is seeking a highly skilled Bilingual Litigation Legal Assistant to join our team. As a Bilingual Litigation Legal Assistant, you will provide administrative support within a professional legal environment, ensuring a high standard of quality and client service.Key Responsibilities:Prepare and edit correspondence and...

  • Bilingual Litigation Legal Assistant

    6 days ago

    Toronto, Ontario, Canada Meridia Recruitment Solutions Full time

    Job Summary:Meridia Recruitment Solutions is seeking a highly skilled Bilingual Litigation Legal Assistant to join our team. As a Bilingual Litigation Legal Assistant, you will provide administrative support within a professional legal environment, ensuring a high standard of quality and client service.Key Responsibilities:Prepare and edit correspondence and...

  • Bilingual Litigation Legal Assistant

    7 days ago

    Toronto, Ontario, Canada Meridia Recruitment Solutions Full time

    Job Summary:Meridia Recruitment Solutions is seeking a highly skilled Bilingual Litigation Legal Assistant to join our team. As a Bilingual Litigation Legal Assistant, you will provide administrative support within a professional legal environment, ensuring a high standard of quality and client service.Key Responsibilities:Prepare and edit correspondence and...

  • Client Solutions Manager, Global Risk Expert

    1 day ago

    Old Toronto, Ontario, Canada GGB - Global Full time

    About the RoleWe are seeking a highly skilled Client Solutions Manager to join our Global team at GGB. As a key member of our team, you will be responsible for delivering exceptional customer service to our multi-national clients, driving business growth, and building strong relationships with our clients and colleagues.Key ResponsibilitiesManage a...

  • Client Solutions Manager, Global Risk Expert

    1 day ago

    Old Toronto, Ontario, Canada GGB - Global Full time

    About the RoleWe are seeking a highly skilled Client Solutions Manager to join our Global team at GGB. As a key member of our team, you will be responsible for delivering exceptional customer service to our multi-national clients, driving business growth, and building strong relationships with our clients and colleagues.Key ResponsibilitiesManage a...

  • Bilingual Client Support Expert

    4 weeks ago

    Toronto, Ontario, Canada CB Canada Full time

    Position Overview: The Bilingual Customer Support Specialist plays a crucial role in overseeing and managing various processes within the Contingent Workforce/SOW (Statement of Work) program and the associated worker lifecycle. This role is dedicated to delivering exceptional customer service to internal teams, clients, vendors, and users utilizing a range...

  • Bilingual Recruitment Support Coordinator

    4 weeks ago

    Old Toronto, Ontario, Canada Alexander Mann Solutions Full time

    About UsWe are Alexander Mann Solutions, a global talent solutions provider. Our expertise lies in identifying, selecting, and retaining exceptional talent for our clients. With a focus on digital innovation and a comprehensive understanding of the diverse needs of talent, we strive to create a world-class workforce that drives business success. Our team of...

  • Bilingual Client Services Coordinator

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Bilingual Client Services Coordinator to join our team at Scotiabank. The successful candidate will be responsible for providing exceptional client service and support to our clients in both English and French.Key ResponsibilitiesProvide professional, courteous, and positive client experiences...

  • Bilingual Client Services Coordinator

    7 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Bilingual Client Services Coordinator to join our team at Scotiabank. The successful candidate will be responsible for providing exceptional client service and support to our clients in both English and French.Key ResponsibilitiesProvide professional, courteous, and positive client experiences...