Bilingual Senior Client Relations Representative
Mackenzie Investments
- Toronto, ON
- Permanent
- Full-time
- Educating clients on Mackenzie products and services
- Addressing inquiries from our clients through phone calls (inbound/outbound), emails and fax
- Providing superior customer experiences by guiding our clients towards an appropriate solution
- Building relationships with our clients to create loyalty towards Mackenzie Investments
- Proactively contacting Financial Advisors, Dealers and other Financial Institutions regarding outstanding requirements through fax, email and/or phone
- Support business goals and needs to be a leader in the industry
- Participate in focus groups and provide valuable feedback to enhance the client experience
- Ability to recognize opportunities for sales growth and process improvements
- Our Client Relations Department is reputable across the industry, consistently ranking within the top tier according to the Advisor Perception Study
- Client Relations Representatives act as educators in providing information to financial industry professionals to help clients achieve financial success through their eyes.
- Dynamic work culture where employees are encouraged to learn, develop, & collaborate with talented individuals
- Challenging work & fast paced work environment
- Opportunities for innovation and idea sharing are provided on both department and corporate level
- Gain a strong understanding of the financial services & mutual fund industry
- Exposure to various roles within the industry through collaboration with internal partners
- Extensive Training Program (Including RRSPs, TFSAs) with potential for additional training available (RESPs, RDSPs, Pension plans & more)
- Peer Coaching & Mentorship opportunities with a strong focus on personal growth & development
- Volunteer opportunities & Charitable programs (Strategic Charitable Giving Foundation, RDSP)
- Flexible rotating shift from 8:00am to 6:00pm
- Work from home opportunities
- A culture that recognizes and celebrates employee milestones and accomplishments
- Financial support offered for employees to complete industry-related courses/certifications
- Strong customer service and interpersonal skills
- Bilingual (French & English) is required
- Excellent verbal and written communication
- Sound judgment and decision-making capabilities
- Ability to recognize opportunities for sales growth and process improvements
- Post-secondary education in a related field or a keen interest in the financial industry
- Effective time management skills who can perform in a fast-paced, deadline oriented environment
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products