Company: Mackenzie Financial Corporation

Location: Toronto, ON

Job description: Job Description:Division: IGM- Asset Management Operations
Location: TorontoIGM 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.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.Position Details:Asset Management Operations, Portfolio Ops & Analytics is currently hiring an intern looking for a Summer term position, May to August 2025. Candidates in an undergraduate program, returning to school after the internship are eligible to apply.Portfolio Ops & Analytics plays a key role in supporting investment management front office, and is primarily responsible for the oversight of all aspects of day-to-day administration of investment funds.The role will liaise with Product, Investment Management, Portfolio Operations, Fund Accounting, Financial Reporting, and Fund Taxation to assist in operations and to move the dial forward on continuous improvement initiatives.Located in our Toronto office, the intern will be responsible for the following activities:

• Evolve and advance the Product Event roster in support of streamlining fund event execution (e.g. fund launches, mergers) by working with business partners to identify and resolve top 1-3 process “irritants”
• Analyze fund reconciliation data to detect process gaps and identify root cause of errors
• Document new processes and procedures to evolve the Fund Services Policy and Procedure Library
• Complete ad hoc research/operational analysis requests from internal stakeholders
• Where required, assist in the preparation of Funds’ Financial Statements and Tax Returns and provide support in resolving fund accounting-related errors/issues with the external vendor

Requirements:

• Registered students returning to school in 2024 in a related field (BCom, BA, BSc, etc.)
• Ability to work well in a team environment
• Excellent interpersonal, communication, judgment & decision-making skills
• Ability to self-motivate and prioritize time-sensitive deadlines
• Capable of applying sound judgment in constructing analysis and in formulating recommendations
• Resourceful and creative in solving new/non-recurring problems through research and well-supported analysis and business acumen
• Proficient in Microsoft Office applications, specifically SharePoint and Excel, familiar with Word and Outlook
• SQL and/or programming familiarity an asset

To apply, please include a cover letter, resume and transcripts (full unofficial version) by September 29, 2024, at 11:59 pm EST.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 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.
The job description is for an intern position in Asset Management Operations at Mackenzie Investments in Toronto. The intern will be responsible for supporting investment management front office, day-to-day administration of investment funds, and continuous improvement initiatives. Requirements include being a registered student returning to school in 2024, ability to work well in a team environment, excellent interpersonal skills, self-motivation, and proficiency in Microsoft Office. The application deadline is September 29, 2024. Mackenzie Investments encourages applications from diverse candidates.
Job Description

Are you someone who excels in a fast-paced, customer-focused environment? Do you enjoy working as part of a team to provide exceptional service to clients? If so, we have the perfect job opportunity for you!

We are seeking a motivated Customer Service Representative to join our dynamic team. As a Customer Service Representative, you will be responsible for handling customer inquiries, resolving issues, and providing support to clients via phone, email, and in-person interactions.

Responsibilities:
– Answer incoming customer calls and emails in a professional and timely manner
– Investigate and resolve customer inquiries and complaints
– Provide accurate information about products, services, and policies to customers
– Process customer orders, returns, and exchanges
– Escalate complex customer issues to appropriate departments for resolution
– Maintain detailed records of customer interactions and transactions
– Collaborate with team members to ensure excellent customer service is provided consistently

Qualifications:
– High school diploma or equivalent
– Minimum of 1 year of experience in a customer service or call center role
– Excellent communication and interpersonal skills
– Strong problem-solving abilities and attention to detail
– Ability to multitask and prioritize tasks in a fast-paced environment
– Proficiency in Microsoft Office applications
– Familiarity with CRM software is a plus

If you are a customer service-oriented individual who thrives in a team environment, we want to hear from you! Apply now to join our team as a Customer Service Representative and take your career to the next level.

Expected salary:

Job date: Tue, 20 Aug 2024 23:15:05 GMT