Coordinator, Client Account Management

Position Summary Client Account Management & Specialize Support provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support to IGM clients, Consultant Network, Planning Specialists and Regional Offices and other areas. Duties Include: Providing high-quality service to external and internal customers. Performing account set up and management and servicing activities for client accounts in both English and French. Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products, ensuring request are completed in accordance with IG Wealth Management’s policies, procedures, and compliance guidelines. Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received. Applying business knowledge with a client focus approach. Finding opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.  Qualifications: Financial industry experience: 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Familiarity with back-office data processes and procedures.  Relationship management: Ability to build and maintain strong working relationships with your teams, peers, and business partners across the company. Must be highly engaged, displaying a professional attitude, with strong customer orientation. Results oriented attitude: Meticulous with strong decision-making, and problem-solving skills. Passion for self-development and learning. Strategic thinker: Ability to problem solve and make decisions considering regulatory environments. Communication: Excellent written and oral communication skills. Bilingual in English & French would be an asset. Planning and Organization: Ability to work in a fast-paced and fast paced environment. Strong organizational and time-management skills. Ability to multi-task and adapt to frequently changing priorities. Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC an asset but not required. Availability: Candidates work shift is flexible as hours of operation are from 6:00 AM to 11:30 PM PM CST Monday to Friday, with overtime work during the weekday and weekends. As this position is posted in Montréal, Toronto and Winnipeg, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English. Benefits: COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.  EMPLOYEE BENEFITS: competitive health and dental coverage, flexible plan for you and your family RETIREMENT SAVINGS PROGRAMS: voluntary Defined Contribution Pension Plan  INSURANCE: employer sponsored short-term disability.  WORK LIFE BALANCE: paid volunteer days, competitive time off, including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.  INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background). IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce 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.  IG is an accessible employer committed to providing a barrier- free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.ig.ca/en/careers We thank all applicants for their interest in IG Wealth Management; however, only those candidates selected for an interview will be contacted.