Manager, Client Solutions

Job title:

Manager, Client Solutions

Company

Mackenzie Investments

Job description

Job DescriptionGrade: L7Referral Level: Level 1Division: IGM Asset Management OperationsIGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie InvestmentsUnder IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.At Mackenzie Investments You Can Build Your Career with Confidence.We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.Mackenzie Investments is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.About Client Solutions:The Client Solutions department is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work. Private Wealth provides a deeply personalized wealth counseling service to households with $500,000 or more in investable assets. The PW Admin team within Client Solutions at Mackenzie Investments performs a variety of supportive and administrative functions for these clients and their accounts.The Opportunity:The Client Solutions department at Mackenzie Investments is looking for an inspiring, energetic, and dynamic Manager to join our team. Reporting to the Senior Client Solutions Manager, the successful candidate will be responsible for coaching and developing team members of the Private Wealth, and Trade Settlement, with a focus on maximizing quality and productivity achieved while completing client requests.The Manager is responsible for the daily operations of the business unit and is knowledgeable in the unit’s functions so that the resources are managed efficiently and effectively. The Manager must also work with their teams on strategic initiatives that support employee development and increase engagement while continuing to provide the best possible client experience.As the Manager in Client Solutions, you will have the opportunity to do your best work by:

• Leading teams of administrators to achieve their developmental goals. Provide regular coaching to help your team members grow. Manage team performance with a focus on achieving and exceeding quality and productivity targets. Initiates cross-training for job enrichment, efficiency gains, and career progression.
• Identifying opportunities for change and optimization in a collaborative manner. Close collaboration with internal business partners to continuously improve business processes in day-to-day activities. Proactively maintaining knowledge of business unit policy and procedures and communicating changes as required.

• Refining and monitoring departmental goals and initiatives. Manage workflow to ensure service levels are achieved and team resources are utilized efficiently. Continually evaluating productivity and quality results and providing timely coaching to team members.
• Creating effortless experiences for our clients. Apply business knowledge to contribute to the resolution of escalated and time-sensitive issues. Assist and manage business process improvement initiatives within Client Solutions, including providing project representation on departmental, divisional, or corporate initiatives.
• Growing the team. Participate in recruiting, hiring, and onboarding of new employees to support fluctuating business volumes.

To be successful in this role, you have:

• Client-facing experience: 5 or more years of experience in a diverse client service-focused environment. Passion for creating and delivering outstanding customer experiences.

• Demonstrated passion for leading people: Knowledge and experience in building high-performing teams and providing opportunities for employee development through coaching. Proven experience in managing teams through change.
• Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
• Results-oriented mindset: Detail-oriented with the ability to delegate and meet strict deadlines and the ability to set high goals and standards for the team and yourself.
• Strategic thinker: Ability to think, problem solve and make decision in a fast-pasted dynamic deadline-oriented environment.
• Communication: Excellent written and oral communication and an ability to interact effectively with frontline staff to senior management.
• Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands.

• Education: Post-secondary degree in Business Administration and/or related field. Proficient in Microsoft Office. Superior knowledge of the financial services, mutual fund industry, investment products, and services, policies, and procedures. Industry-related courses such as CSC, and IFIC would be an asset.

Please visit our career page by clicking on the following link:We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.Please apply by July 2, 2024.#LI-JS2#LI-Hybrid

Expected salary

Location

Toronto, ON

Job date

Wed, 19 Jun 2024 22:59:34 GMT

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