Client Solutions

Position: Mackenzie Investments Client Solutions Role
Join Mackenzie Investments as a Client Solutions Coordinator, delivering top-notch service in a hybrid work environment. Your bilingual skills will enhance client support across diverse financial products.

In this pivotal role at Mackenzie Investments, you will handle daily account servicing tasks in both English and French. Your strong customer orientation and strategic thinking will be key in ensuring every client experience is efficient and accurate.

Key Responsibilities:

• Facilitate account management activities for client products

• Support clients with comprehensive service responses

• Identify optimization opportunities through collaborative efforts

• Maintain compliance with internal procedures and policies

• Operate in fast-paced, deadline-driven scenarios

Requirements:

• 1-2 years of financial industry experience

• Strong professional relationships and teamwork skills

• Passion for customer service excellence

• Post-secondary education in Business Administration recommended

• Bilingual in English and French is preferred

Play a crucial role in enhancing Mackenzie’s client satisfaction and operational efficiency.
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