Client Experience Specialist in Georgetown

Location: Georgetown

Elevate client relationships with Investment Planning Counsel as a Client Experience Specialist in Georgetown, ON. This full-time role emphasizes administrative support and client service for financial advisors.

In this permanent role, you'll be pivotal in creating a seamless client experience through efficient operations and exceptional service. Your primary responsibilities include client communication via various channels, preparing for client meetings, and maintaining accurate records in CRM systems. Attention to detail and a client-focused mindset are essential for success in this fast-paced environment.

Key Responsibilities:

• Serve as the first point of contact for clients

• Schedule and prepare meetings for advisors

• Assist with client onboarding and service requests

• Maintain accurate client records in CRM

• Support compliance processes and audits

Requirements:

• High school diploma required; post-secondary preferred

• Experience in Advisory support within Financial Services

• Excellent communication and interpersonal skills

• Strong organizational and multitasking abilities

• Proficiency in MS Office and CRM systems

Showcase your detail-oriented and client-focused skills at IPC in Georgetown.
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