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Bilingual Coordinator, Client Solutions Expert
2 months ago
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 StrategyWe 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.
About Client SolutionsClient Solutions is a critical department at Mackenzie Investments, responsible for building trust with our clients through exceptional service and support. Our team is dedicated to delivering high-quality service, ensuring that every client request is handled efficiently and effectively.
The OpportunityWe are seeking a highly skilled and bilingual Coordinator, Client Solutions to join our team. As a key member of the Client Solutions department, you will be responsible for providing administrative support for client account servicing, including account management, documentation analysis, and data processing.
Key Responsibilities:- Provide exceptional service to external and internal clients, ensuring high-quality service and support.
- Perform account management and servicing activities for client accounts in both English and French, including interpreting and analyzing documentation.
- 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.
- Bilingual in French and English, with excellent written and oral communication skills.
- 1-2 years of financial industry experience, with a passion for creating and delivering outstanding customer experiences.
- Strong relationship management skills, with the ability to establish and maintain strong working relationships with teams, peers, and business partners.
- Results-oriented mindset, with detail-oriented decision-making and problem-solving skills.
- Strategic thinker, able to problem solve and make decisions considering regulatory environments.
- Availability to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.
