Job Description & How to Apply Below
Become a Team Lead focused on Client Excellence at IPC, associated with Canada Life. This hybrid position combines leadership with a commitment to enhancing client experience.
IPC is searching for a Team Lead passionate about coaching and client service. In this role, you will guide Client Experience Specialists, ensuring they have the tools and knowledge to deliver top-notch service. Your leadership will shape the client journey and drive team performance.
Key Responsibilities:
• Lead and train Client Experience Specialists effectively
• Research and resolve client escalations promptly
• Identify opportunities for process enhancements
• Maintain communication with advisors and IPC clients
• Evaluate training needs and support new team member onboarding
Requirements:
• 5+ years in a financial services support role
• Degree or diploma in business or finance preferred
• Must have or pursue CSC or IFIC certification
• Proficiency in Word, Outlook, SharePoint, and Excel
• Strong multi-tasking skills in a dynamic setting
Lead your team to deliver an exceptional client experience at IPC under Canada Life.
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