Bilingual Foundation Associate – Strategic Charitable Giving Foundation
2 weeks ago
About the Role
The 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 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.
- Provide support to Senior Specialists during busy periods.
Requirements
- 3 or more years of experience in a diverse client service-focused environment.
- 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 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.
- Great knowledge of the financial services, mutual fund industry, investment products, and services, policies, and procedures.
- Charitable administration experience.
- 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 – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.
Why Work with Us
At Mackenzie Investments, we offer a supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.
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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 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...
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Toronto, Ontario, Canada Mackenzie Investments Full timeAbout UsMackenzie Investments 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 Canadians meet their financial goals.Our VisionWe have a vision to challenge the way business is done...
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