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iA Financial Group (Industrial Alliance)
Transitions Specialist in Financial ServicesiA Financial Group (Industrial Alliance) • Winnipeg, Canada
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Transitions Specialist in Financial Services

Transitions Specialist in Financial Services

iA Financial Group (Industrial Alliance) • Winnipeg, Canada
8 days ago
Job type
  • Full-time
Job description
Join iA as a Transitions Specialist, helping advisors effectively manage business changes while ensuring timely support for their transitions. You’ll emphasize excellent customer service and organizational skills in this rewarding role.

This position is focused on enhancing advisor experiences during onboarding and transitions, involving robust communication and problem-solving. You'll be responsible for processing inquiries, managing the advisor group benefits plan, and collaborating with senior management and various departments to ensure smooth operations in client service.

Key Responsibilities: • Follow established Transition Team workflows for advisor onboarding • Act as the benefits plan administrator for the advisor group • Monitor inquiries from the Transitions inbox and phone line • Collaborate on ongoing operational training for Advisors • Provide updates on transition progress to management

Requirements: • Minimum of 2 years in financial services or client service • Exceptional communication and organizational skills • Ability to manage multiple tasks under tight deadlines • Strong proficiency in Microsoft Excel and Word • Bilingualism in English/French is an asset

Bring your expertise in financial services and customer care to support advisors’ transitions at iA. #J-18808-Ljbffr
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Transitions Specialist in Financial Services • Winnipeg, Canada

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