Financial Services Operations Coordinator

4 days ago


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

As a Financial Services Operations Coordinator at IG Wealth Management, you will be responsible for providing high-quality service to external and internal customers. Your primary focus will be on account management and servicing activities for client accounts in both English and French.

Duties and Responsibilities
  • Client Service: Provide exceptional service to clients by performing various tasks such as interpreting and analyzing documentation for the input and processing of registered and non-registered investment products.
  • Account Management: Manage client accounts by ensuring requests are completed in accordance with IG Wealth Management's policies, procedures, and compliance guidelines.
  • Collaboration: Work collaboratively with internal departments and external clients to resolve issues and provide support for all client requests received.
Requirements

To be successful in this role, you will need:

  • Financial Industry Experience: 1-2 years of experience in the financial industry, preferably with a focus on customer service or account management.
  • Language Skills: Bilingual in English & French, with strong written and oral communication skills.
  • Technical Skills: Familiarity with Microsoft Office and Fundserv operating systems, with an ability to learn new software quickly.
  • Education: Post-secondary education in Business Administration or a related field.
  • Availability: Must be available to work a shift between 7:00 AM – 8:00 PM CST Monday to Friday, with occasional overtime work during the weekday and weekends.
Compensation

The estimated salary for this role is approximately $65,000 - $80,000 per year, based on industry standards and location.



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