Job Description
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 to IGM 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 IG Wealth Management’s policies, procedures, and compliance guidelines. Creating effortless experiences for our clients. Providing support to internal departments and external clients for all...