Transform client interactions as an Estate Associate with IGM Financial in Winnipeg or Montreal. This role relies on effective communication and client-focused service while managing estate-related inquiries.
The Estates team at IGM Financial seeks an Estate Associate to deliver administrative support for clients dealing with estate matters. You will act as a central hub of communication, ensuring clients receive timely assistance and information. Your commitment to quality and strong problem-solving skills will help create a seamless service experience in this dynamic environment.
Key Responsibilities:
• Handle client inquiries from consultants and institutions
• Deliver consistent service while prioritizing client needs
• Update business processes through proactive communication
• Engage in team meetings and apply constructive feedback
• Contribute to operational excellence through special projects
Requirements:
• 1–2 years of experience in financial servic...