Mackenzie Investments is a leading wealth and asset management company in Canada, providing financial planning and investment services. The Bilingual Client Service Representative will educate clients on products and services, address inquiries, and build relationships to enhance customer loyalty.
Responsibilities
- 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
- Flexible rotating shift from 8:30 am to 6:00 pm
- Hybrid office and remote work environment (3-day office attendance)
Skills
- Strong customer service and interpersonal skills
- 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
- Proficient knowledge of Microsoft Office Suite Products
- Bilingual in English – Cantonese/Mandarin is requirement
- Related industry or call-centre experience is an asset
- Successful completion of the Canadian Securities Course and/or IFIC is preferred
Benefits
- Bonus opportunities
- 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
- Competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
- Competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
- Voluntary Group RRSP enrolment with employer matching component.
- Paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
- Living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).
Company Overview
Mackenzie Investments is an investment management firm that provides investment advisory and related services. It is a sub-organization of IGM Financial. It was founded in 1967, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.mackenzieinvestments.com/.