Client Account Management
2 weeks ago
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.
-
Territory Sales Manager
1 week ago
québec city, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Territory Sales Manager
1 week ago
Québec city, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Territory Sales Manager
1 week ago
québec city, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Client Account Management
4 days ago
Québec, Quebec, Canada IG Wealth Management Full timePosition 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....
-
Coordinator, Client Account Management
4 days ago
Québec City, Canada IG Wealth Management Full timePosition Summary Coordinator, 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...
-
Territory Sales Manager
1 week ago
Québec, QC, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Regional Sales Manager
1 week ago
Québec, QC, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that provide packaging services. The successful candidate will also need to document all client information in the CRM and do a variety of...
-
Territory Sales Manager
6 days ago
Quebec City Metropolitan Area, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Territory Sales Manager
1 week ago
Greater Quebec City Metropolitan Area, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Territory Sales Manager
3 days ago
Greater Quebec City Metropolitan Area, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Territory Sales Manager
2 weeks ago
Greater Quebec City Metropolitan Area, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Territory Sales Manager
1 week ago
Greater Quebec City Metropolitan Area, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packaging systems to manufacturers and distribution centres that...
-
Territory Sales Manager
1 week ago
québec city, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager! This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packa
-
Client Account Manager
2 months ago
Québec, QC, Canada Jones DesLauriers Insurance Management Inc. Full timeClient development/relationship management experience Jones DesLauriers recrute pour un poste de gestionnaire de comptes commerciaux expérimenté, qui sera un expert conseil chevronné dans le secteurs de l’assurance commerciale. Le candidat retenu sera chargé de gérer un livre d’affaires, de server les clients de manière courtoise et...
-
Territory Sales Manager
4 days ago
Québec, Quebec, Canada client Full timeRespected Canadian Manufacturer needs a motivated Territory Sales Manager This role will be focused on promoting packaging systems including, consumables, machines and tools and is based in the Province of Quebec. Duties will include providing consultative solutions to provide a comprehensive packa
-
Client Service Associate
4 days ago
Québec, Quebec, Canada MD Financial Management Full timeRequisition ID: 197374Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team.As a Client Service Associate, you will be responsible...
-
Tax & Estate Planning Accountant
1 month ago
Québec City, Canada IG Wealth Management Full timeResponsibilities : Provide advanced taxation and other financial planning support for IG Wealth Advisors by responding to their questions or issues received by telephone and e-mail. Prepare written reports (based on detailed analysis) for complex client situations, advising on tax, estate and other financial planning opportunities, strategies,...
-
Account Manager
4 days ago
Québec City, Canada Staffix Full timeOur client, in the Healthcare industry, is looking for a Bilingual Account Manager (Surgical) to join their team in Quebec City. Your role as an Account Manager is to ensure customer satisfaction in your assigned territory, while achieving all financial performance goals.Responsibilities: Manage existing accounts (hospitals and surgery centers) ...
-
Account Manager
1 month ago
québec city, Canada National Bank Full timeA career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex tasks will allow you to quickly become a privileged guide in all your clientele's financial projects. Your Job
-
Account Manager
2 months ago
Québec City, Canada Kenova Full timePosition: Account Manager - Accounts ReceivableCategory: PermanentLocation: Quebec + HybridSalary: CompetitiveParticularities of the employer:Our client offers financial services aimed at protecting the capital of its customers.Advantages: Family atmosphere - 5@7 - Teambuilding activities - Flexible schedule - Hybrid mode offered - Few overtime hours, paid...
