Opportunity Description
Join IGM Wealth Management as an Estate Associate in Winnipeg or Montreal. This role focuses on delivering exceptional client service related to deceased clients and managing estate-related communications.
As a dedicated member of the Estates team, you will act as a key point of contact for clients, advisors, and specialists. You will handle inquiries, provide solutions, and ensure clear communication on estate matters. Candidates must demonstrate strong client service skills and attention to detail to help maintain high-quality service standards.
Key Responsibilities:
• Respond to inbound inquiries via phone and email
• Manage estate-related activities and client notifications
• Ensure compliance with relevant policies and procedures
• Support continuous improvement initiatives within the team
• Champion modernization efforts through new tools and processes
Requirements:
• 1-2 years in investment or financial services
• Strong verbal and written communica...
As a dedicated member of the Estates team, you will act as a key point of contact for clients, advisors, and specialists. You will handle inquiries, provide solutions, and ensure clear communication on estate matters. Candidates must demonstrate strong client service skills and attention to detail to help maintain high-quality service standards.
Key Responsibilities:
• Respond to inbound inquiries via phone and email
• Manage estate-related activities and client notifications
• Ensure compliance with relevant policies and procedures
• Support continuous improvement initiatives within the team
• Champion modernization efforts through new tools and processes
Requirements:
• 1-2 years in investment or financial services
• Strong verbal and written communica...
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