Client Management Coordinator at IGM Wealth

Become a Client Management Coordinator at IGM, providing service and support for multiple product lines in a flexible work environment. Work from home if located outside campus cities.
This role supports IGM clients and internal consultants through comprehensive account management and service activities. You'll leverage your financial knowledge and relationship management skills to ensure compliance and deliver a high-quality client experience. This dynamic role requires strong organizational skills and an ability to adapt to changing priorities.
Key Responsibilities:
• Provide excellent service to diverse client accounts
• Manage account setup and administrative tasks effectively
• Support clients and internal teams in their requests
• Collaborate for continuous process improvement
• Ensure accurate processing of investment product documentation
Requirements:
• 1–2 years in the financial industry
• Strong communication abilities in English and French
•...