Winnipeg, MB, R3C 1S4, CAN
1 day ago
Coordinator, Client Account Management & Specialized Support
**Our client, a large financial services firm, is currently seeking a Back Office Client Account Management Specialist to join their team in Winnipeg, MB!** The candidate should have some experience working in financial services or accounting and be interested in operations positions that are not client facing.** The Client Account Management & Specialized Support Team is responsible for the accurate and responsive execution of transactions and events associated with client accounts. In addition, we provide service and support to the Consultant Network and our business partners on all administrative aspects to a client’s account to include processing client requests. The primary objective of the team is to deliver client centric holistic experience through continuous improvements, efficiencies and collaboration with our business partners in Investments, Insurance and Mortgage/Banking. Position Summary: Client Account Management & Specialize Support provides administrative and servicing support for multiple lines of business including Mortgages, Insurance, IGFS, IGFS Nominee and IGSI and provides administrative processing and servicing support their clients, Consultant Network, Planning Specialists and Regional Offices and other areas. Duties Include: · Providing high-quality service to external and internal customers. Performing account set up and 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 our client's policies, 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 with a client focus approach. · Finding opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes. Qualifications: · 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 processes and procedures. · Communication: Excellent written and oral communication skills. Bilingual in English & French would be an asset. · Education: Post-secondary education in Business Administration and/or related field. Industry-related courses, such as CSC and IFC an asset but not required. Work Environment: • Office: 10am - 6pm • Hybrid – 3 days per week in the office (days of their chosen – post-training) Wednesday is mandatory in office Pay Rate: $22.56 - Unilingual $23.07 Bilingual French Duration: 6 month contract to start with an opportunity of extension OR conversion to permanent Job Type & Location This is a Contract position based out of Winnipeg, MB. Pay and Benefits The pay range for this position is $22.67 - $23.06/hr. Workplace Type This is a hybrid position in Winnipeg,MB. À propos de TEKsystems et TEKsystems Global Services Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de l’entreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises d’Allegis Group. Découvrez d’autres informations à TEKsystems.com. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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