IFS Client Services Specialist

2 weeks ago

Oakville, Ontario, Canada People Corporation Full time
This role requires 5 days/week in-office. While the office is currently located in Oakville, it will be relocating to Burlington in early 2026.

The IFS Client Services Specialist will provide support and assistance to the Senior Account Executive in preparing and processing Financial proposals and trades in a timely manner. Provide assistance in management of client documentation and client enquiries. Responsible for maintaining client files and all related information in secure client database.The IFS Client Services Specialist will:

  • Provide confidential support to two Senior Account Executives

  • Prepare New Business Proposals and Projections for Senior Account Executives

  • Process and check all trades with mutual fund company and all associated compliance documentation

  • Provide client support by responding to questions and requests within 1 business day

  • Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies

  • Contribute to team effort by accomplishing related results as needed

  • Maintain Financial Services operations by following policies and procedures; reporting needed changes

  • Responsible for processing confidential client information and for maintaining client's records accurately database system (EPIC)

  • Act as a main point of contact for client's enquiries. Prepares special reports as requested by Senior Account Executive
     

To be successful as an IFS Client Services Specialist with People Corporation, you will need:

  • Exceptional communication skills

  • Fluency in English

  • Excellent attention to detail

  • Strong proficiency with Microsoft Excel & Word

  • Highly developed time management skills

  • The ability to prioritize/manage deadlines

  • The ability to work under pressure

  • Demonstrated initiative
     

What's in it for you:

  • Have an impact in the communities we serve

  • Participate in our contributions towards Truth and Reconciliation

  • Learn by working & collaborating alongside our existing team of experts

  • Employee benefit and retirement programs are provided

  • Competitive compensation

  • A fun, flexible and productive work environment

At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members, and stakeholders.

We are committed to providing an inclusive, accessible environment, where all employees and clients feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to

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