IFS Client Services Specialist
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Job Location:
Monthly Salary:
Posted on:
08-11-2025
Vacancies:
1 Vacancy
Job Summary
The IFS Client Services Specialist will provide support and assistance to the Senior Account Executive in preparing and processing Financial proposals and trades in a timely manner. Provide assistance in management of client documentation and client enquiries. Responsible for maintaining client files and all related information in secure client database.
The IFS Client Services Specialist will:
Provide confidential support to two Senior Account Executives
Prepare New Business Proposals and Projections for Senior Account Executives
Process and check all trades with mutual fund company and all associated compliance documentation
Provide client support by responding to questions and requests within 1 business day
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
Contribute to team effort by accomplishing related results as needed
Maintain Financial Services operations by following policies and procedures; reporting needed changes
Responsible for processing confidential client information and for maintaining clients records accurately database system (EPIC)
Act as a main point of contact for clients enquiries. Prepares special reports as requested by Senior Account Executive
To be successful as an IFS Client Services Specialist with People Corporation you will need:
Exceptional communication skills
Fluency in English
Excellent attention to detail
Strong proficiency with Microsoft Excel & Word
Highly developed time management skills
The ability to prioritize/manage deadlines
The ability to work under pressure
Demonstrated initiative
Whats in it for you:
Have an impact in the communities we serve
Participate in our contributions towards Truth and Reconciliation
Learn by working & collaborating alongside our existing team of experts
Employee benefit and retirement programs are provided
Competitive compensation
A fun flexible and productive work environment
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits retirement wealth wellness and human resource solutions. Our experts and solutions serve over 20000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees members and stakeholders.
We are committed to providing an inclusive accessible environment where all employees and clients feel valued respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to .
Required Experience:
IC
Key Skills
- Criminal Justice
- Account Payable
- Economics
- Front End
- Facilities Management
- Domestic
