Mackenzie Financial
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Mackenzie Financial Employee Reviews for Service Advisor

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4.0
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Fast paced, challenging work environment. Micro management can lead to needless stress.
Client Services role, dealing directly with high-net worth financial advisors. Small dedicated teams in different branch offices must coordinate to manage the pool of advisors that qualify for this increased level of service.

Expectation is that you will follow through with a call from start to resolution. This will sometimes conflict with your requirement to answer a certain number of calls per hour. Quality is one of the key focuses for this team. Compensation is decent. Annual bonus is determined by your ability to meet quality and productivity goals.
Pros
Small team, lots of interaction. Develop relationships with your callers due to frequent interaction.
Cons
Micro management, poor overall management structure. worked is continually pushed on you to avoid paying overtime.
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Overall rating
3.8
Based on 20 reviews
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Ratings by category
3.5
Work/Life Balance
3.2
Salary/Benefits
3.2
Job Security/Advancement
3.4
Management
3.4
Culture
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