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 8:00pm
- Hybrid office and remote work environment
- A culture that recognizes and celebrates employee milestones and accomplishments
- Financial support offered for employees to complete industry related courses/certifications
- Three weeks of vacation and up to 10 paid personal/wellness days per year
- Flexible benefits plan that lets employees customize coverage to suit their personal needs through a flexible health benefits plan
- RRSP contributions and share purchase plans available to all employees
- Health and wellness program focused on four key pillars including physical, mental, social and financial wellness
- Employees are encouraged to get involved in charities and will receive paid time off to volunteer (up to 2 paid days per year)
- Managers who support your development through coaching and managing opportunities
- Dress for your day policy
- A thorough Employee and Family Assistance program
- Strong customer service and interpersonal skills
- Bilingual (French, Asian & English) is an asset
- 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
- Related industry or call-centre experience is an asset
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
- Proficient knowledge of Microsoft Office Suite Products