Fall 2023 Intern - Montréal, Canada - Mackenzie Financial Corporation

Mackenzie Financial Corporation

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

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Description

Job Description:

IGM Financial Inc.

is one of Canada's premier personal financial services companies, and one of the country's largest managers and distributors of investment funds and other managed asset products, with over $1248 billion in total assets under management.

Its activities are carried out principally through Investors Group Inc., Mackenzie Financial Corporation, and Investment Planning Counsel Inc.

As part of Power Financial Corporation, we are focused on the long-term strength and stability of our companies.

We recognize these as core responsibilities to our clients and shareholders as we adapt and lead in an ever-changing world.

Position

Position Summary
The Client Relations department is a critical business function and enabler of strategic transformation initiatives impacting IG.

As a central resource for Advisors, Clients, and internal business partners, Client Relations provides support for new product launches, technologies, and processes that are key to the success of transformation.

This position provides continual support to IG Consultants, assistants, and clients on the IGFS, IGSI, and IGFS Nominee platforms by providing first-level support to Consultants and assistants regarding inquiries received through a variety of contacts including phone calls, electronic mail, faxes, etc.

Working in a fast-paced environment, the main responsibility is to accurately, professionally, and effectively handle and resolve client and consultant inquiries and problems through acquired product knowledge of corporate policies and procedures.

Responsibilities:

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Delivering a reliable, consistent, and transparent service by handling all inquiries with a high level of quality and professionalism, determining the best course of action, and ensuring completion of action has met established standards.
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Deliver value by maintaining knowledge and awareness of all policies, procedures, and technologies including sharing information on recent policy changes and simplified business processes.
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Build a culture of quality by assisting team members with problem resolution by providing and sharing information and experiences.
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Enable personal and departmental growth by participating in individual and team meetings with leadership to discuss call monitoring feedback, training and development needs, and service levels, and providing feedback on business operation needs and trends by maintaining awareness of business needs and requirements.
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Fuel our future by supporting transformation and modernization, and promoting adoption for our Consultants and our clients as we go through our transformation journey
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Promote operational excellence by participating in special projects and assignments within the Client Services Division.

Requirements: