Bilingual Estate Associate

Category: Service Desk / End User Services

Main location:  Canada, Ontario, Toronto 

Position ID: J0525-2181

Employment Type: Full Time


Position Description:

CGI is a global business and technology service provider with $11.5B in revenues. CGI is on a mission to help financial services organizations focus on servicing their clients. CGI supports 15 of the top 20 banks worldwide and our top 10 banking clients have worked with us for 26 years on average. Our clients have seen the value and commitment we bring through our products. This is why nearly $1.6 trillion in assets managed through CGI’s portfolio management, investment fund and asset management solutions.

This role is hybrid and requires you to be in our downtown Toronto office 2-3 times per week - subject to change at any time.

Your future duties and responsibilities:

1. Deliver an efficient and exceptional client experience as outlined in the Client Experience Guide ensuring client needs are met by proactively providing clients with quality advice, problem resolution and prevention, and identifying additional needs as appropriate

2. Take ownership and resolve client concerns at first point of contact.

3. Respects the clients time and Compliance to Schedule expectations while meeting client needs Work within specified performance metrics for all client communications (verbal or written).

4.Effectively leverage Client Relationship Management tools to document actions and next steps

Required qualifications to be successful in this role:

1. Knowledge of Estate/Legal documentation and settlement processes. Ability to review documentation and determine in good order or follow up required for missing documents
2. Experience in a Call Centre environment
3. Detail oriented, strong decision making and problem-solving skills
4. Super written and verbal communication skills in both French and English is required
5. Ability to multi-task - adjust to multiple demands and shifting priorities
6. Knowledge of Mackenzie products, policies and procedures
7. Proficient with MS Office (e.g. Word, Excel)
8. Successful completion of the CSI Estate and Trust Administration Course is an asset
9. Successful completion of the Canadian Investment Funds Course/Operations Course and the Canadian Securities Course is an asset


#LI-AV1

Skills:

• Analytical Thinking
• Business Analysis
• Business Process Analysis
• Call/Contact handling
• Client Management
• Detail-oriented
• Document Management
• Financial Services
• French
• Service Strategy Management

What you can expect from us:

Together, as owners, let’s turn meaningful insights into action.

Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…
 
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.

Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.

You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.

At CGI, we recognize the richness that diversity brings. We strive to create a work culture where all belong and collaborate with clients in building more inclusive communities. As an equal-opportunity employer, we want to empower all our members to succeed and grow. If you require an accommodation at any point during the recruitment process, please let us know. We will be happy to assist.

Come join our team—one of the largest IT and business consulting services firms in the world.