Job Description

POSITION SUMMARY

 The Service Specialist will provide continual support to IG Wealth Connect Advisors and clients by providing enhanced administrative support, demonstrating strong customer and relationship management skills and acting as first point of operational support for both financial and non-financial transactions. They will identify solutions and make appropriate decisions that result in producing high quality work. Working in a fast-paced environment, their main responsibility is to handle all supporting paperwork, inquiries and problems accurately, professionally and effectively through acquired product knowledge of the corporate policies and procedures.

DUTIES INCLUDE:

  • Client servicing and administration - guide and offer support to Advisors through administration related to orders and answer account inquiries and business submission methods. Activities include updating account information, processing non-financial requests, quality ...

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