Coordinator Client Solutions

Mackenzie Financial Corporation • Toronto, ON

3d • Hybrid

About The Position

The Client Solutions Department is currently looking for a dedicated Coordinator to join our RDSP team. Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing.

As a Coordinator Client Solutions, you will have the opportunity to do your best work by:
Providing high-quality service to external and internal customers. Performing account 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 Mackenzie’s policies and 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 and encourage client focus mindset.
Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.

Requirements

• 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences.
• Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
• Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company.
• Professional attitude, with strong customer orientation.
• Detail-oriented with strong decision-making, and problem-solving skills.
• Passion for self-development and learning.
• Ability to problem solve and make decisions considering regulatory environments.
• Excellent written and oral communication skills.
• Ability to work in a fast-paced and deadline-driven environment.
• Strong organizational and time-management skills.
• Post-secondary education in Business Administration and/or related field.
• Candidates must be available to work a shift between 7:00 AM – 8:00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.

Nice To Haves

• Industry-related courses, such as CSC, IFC
• Bilingual in English and French will be an asset.

Responsibilities

• Providing high-quality service to external and internal customers.
• Performing account 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 Mackenzie’s policies and procedures and compliance guidelines.
• Providing support to internal departments and external clients for all client requests received.
• Applying business knowledge and encourage client focus mindset.
• Collaboration with internal business partners to continuously improve business processes.

Benefits

• competitive base salary
• performance-weighted bonus
• education/career support
• option to join Employee Share Purchase Plan with employer matching component.
• competitive health and dental coverage
• flexible plan for you and your family
• short-term & long-term disability plans.
• voluntary Group RRSP enrolment with employer matching component.
• paid volunteer days
• competitive time off including 10 wellness days off
• WorkPerks discount program
• hybrid & flex work arrangements.
• engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree