Foundation Associate, Client Solutions

Mackenzie Financial Corporation • Toronto, ON

3d • CA$49,000 - CA$61,000 • Hybrid

About The Position

The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work. The Strategic Charitable Giving Foundation is a donor-advised giving program designed to provide a strategic and more focused approach to giving. The program provides clients with a simple and convenient solution by combining immediate tax benefits with the ability to support their favorite charities. The SCGF team, within Client Solutions at Mackenzie Investments, supports this service offering across IGM Financial. They perform a variety of supportive and administrative functions for these clients and their accounts, including a contact center.

The Client Solutions department at Mackenzie Investments is looking for an inspiring, energetic, and dynamic associates to join their team. Reporting to the Client Solutions Manager, the successful candidate will be responsible for accurately completing daily and scheduled responsibilities within the predefined timeline with a focus on ensuring accuracy and best practices are applied.

Requirements

• Client-facing experience: 3 or more years of experience in a diverse client service-focused environment. Passion for creating and delivering outstanding customer experiences.
• Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
• Results-oriented mindset: Detail oriented with the ability to meet strict deadlines and ability to set high goals and standards for yourself.
• Strategic thinker: Ability to think, problem solve and make decisions in a fast-pasted dynamic deadline-oriented environment.
• Communication: Excellent written and oral communication and an ability to interact and collaborate effectively with internal & external clients, peers, and senior management.
• Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands.
• Education: Post-secondary degree in Business Administration and/or related Proficient in Microsoft Office. Great knowledge of the financial services, mutual fund industry, investment products, and services, policies, and procedures. Charitable administration experience.

Nice To Haves

• Bilingualism, French, and English would be an asset.

Responsibilities

• Create effortless experiences for our clients. Execute client applications and trade instructions on FIMS, our book of Complete all daily and scheduled responsibilities with the focus of striving to complete all tasks with accuracy within the predefined timelines, while adhering to internal policies and best practices.
• Build and maintain relationships. Correspond with internal business partners and external clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies and Provide clear trading instructions to our business partners and B2B our clearing company.
• Share knowledge and support members. Help mentor new team members via side-by-side and/or job shadowing sessions. Provide support to Senior Specialists during busy periods.
• Participate in projects to improve processes in a collaborative manner. Represent the department on projects related to program administration and servicing.

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 & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
• 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).

What This Job Offers

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