Senior Client Experience Specialist

5 days ago

Winnipeg, Manitoba, Canada IG Wealth Management Full time
About the Role

The Senior Client Experience Specialist plays a critical role in delivering an exceptional experience to IGM Top Financial Advisors. This position is responsible for providing specialized support to elite advisor teams, enhancing their capacity to cater to and retain high net worth (HNW) and ultra-HNW clients.

Key Responsibilities
  1. Relationship Management: Establish and maintain strong relationships with advisor teams, serving as the primary point of contact for operational inquiries and ensuring resolution according to company policies and procedures.
  2. Complex Case Management: Handle complex cases and coordinate any requiring specialist intervention, ensuring first contact resolution and the most efficient resolution process.
  3. Anticipatory Problem-Solving: Regularly review and anticipate potential issues, providing ideas and continuous improvement approaches to enhance processes and the client experience, fostering an environment of innovation and empowerment.
  4. Risk Assessment and Coordination: Assess risks associated with complex products and services, coordinating work performed by other service departments to ensure timely delivery and avoid financial losses and reputational damage.
  5. Education and Communication: Contribute to the education of advisor teams on processes, policies, and procedures, proactively communicating service concerns and solutions to enhance advisor understanding and collaboration.
  6. Personalized Assistance: Provide expert guidance on requirements for transactions, complex cases, adjustments, and exceptions, ensuring an effortless experience for advisors and clients.
What We Offer

IG Wealth Management is a dynamic organization that values its employees and provides a range of benefits to support their well-being and career growth. Some of the benefits include:

  1. Hybrid Work Environment: A flexible work arrangement that allows employees to balance work and personal life.
  2. Competitive Compensation: A salary and bonus structure that recognizes and rewards employee contributions.
  3. Flexible Benefits Plan: A customizable benefits package that meets the diverse needs of employees and their families.
  4. Parental Leave Top-Up: A generous parental leave policy that supports employees in balancing work and family responsibilities.
  5. Defined Contribution Pension Plan: A retirement savings plan that helps employees build a secure financial future.
  6. Health and Wellness Program: A comprehensive program that promotes physical, mental, social, and financial well-being.
  7. Volunteer Time Off: Paid time off to support employees' community involvement and volunteer work.
  8. Managerial Support: Coaching and development opportunities that help employees grow and succeed in their careers.
  9. Culture of Learning: A culture that values continuous learning and professional development.
  10. Diversity and Inclusion: A commitment to creating an inclusive and diverse work environment that values and celebrates individual differences.

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