(BF674) Quality Control Associate, Client Solutions

(BF674) Quality Control Associate, Client Solutions

10 Nov
|
Mackenzie Financial Corporation
|
Toronto

10 Nov

Mackenzie Financial Corporation

Toronto

Job Description:

IGM Financial Inc. is one of Canada's premier financial services companies, and one of the country's largest managers and distributors of investment funds and other managed asset products, with over $172 billion in total assets under management as of September 30, 2020. Its activities are carried out principally through Investors Group Inc., Mackenzie Financial Corporation and Investment Planning Counsel Inc.



We are focused on the long-term strength and stability of our companies and recognize these as core responsibilities to our clients and shareholders as we adapt and lead in an ever-changing world.



Why should you join the IGM family?



Be part of a winning culture!



Your opportunity to develop and work with smart, highly capable leaders who are passionate and innovative

A genuine commitment to diversity and inclusion, through public goals, a variety of external partnerships/employee groups and an inclusive environment

A fulfilling employee experience – we offer competitive terms, a collaborative/respectful way of working and connect strongly with our community



About Client Solutions

Mackenzie’s Client Solutions is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Client Solutions manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience.



The Opportunity

The Client Solutions Department is currently looking for a client-focused team-player with a passion for learning and development to join our team as a Quality Control Associate. Reporting to the Client Solutions Manager, the successful candidate will be responsible for daily quality control functions related to client account servicing of registered and investment products.



As a Quality Control Associate, your primary responsibilities will include:





- Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French. Reviewing completed client requests to ensure accurate processing and adherence to Mackenzie’s policies and procedures and compliance guidelines. Completing financial or clerical corrections identified through Quality Control process. Providing meaningful and concise feedback through error tracking to support the department Quality Program.

- 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. Proactively identifying areas of improvement to increase the accuracy and efficiency of the current processing procedures within Client Solutions.

- Identifying opportunities for change and optimization in a collaborative manner. Collaborating with internal business partners to continuously improve business processes.



To be successful in this role, you have:





- Financial industry experience: 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.

- Relationship management: Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company. Professional attitude, with strong customer orientation.

- Results oriented mindset: Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.

- Strategic thinker: Ability to problem solve and make decisions based considering regulatory environments.

- Communication: Excellent written and oral communication skills.

- Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.

- Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset.

- Availability: 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.



Internal Applicants:

If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received by November 23, 2020. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter. The job grade level is S5.



External Applicants:

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.



Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.



Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.



File # 20-144

The original job offer can be found in Kit Job:
https://www.kitjob.ca/job/17206670/bf674-quality-control-associate-client-solutions-toronto/?utm_source=html

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