Client-Focused Estate Associate Role

Accelerate your career as an Estate Associate in Winnipeg with IGM Financial, a leader in wealth management. Engage in meaningful client interactions while supporting estate management tasks in a hybrid work environment.
In this role, you will act as the main point of contact for estate-related queries, delivering timely and professional support to clients and internal partners. Your work will include processing notifications, providing detailed account valuations, and guiding clients through complex procedures. Commitment to client satisfaction and continuous learning will set you apart as a crucial team member.
Key Responsibilities:
• Deliver exceptional client experiences via various communication channels
• Process client notifications and manage estate requests
• Understand and relay estate tax requirements accurately
• Champion service enhancement initiatives and modernization efforts
• Participate in team training and development
Requirements:
• 1–2 ye...