Client Experience Specialist II at IPC

Location: Penticton

Drive client satisfaction as a Client Experience Specialist II with IPC in Penticton. This permanent, full-time opportunity emphasizes client support and effective communication.

In this impactful role, you will establish and nurture client relationships, handle inquiries, and collaborate with advisors to ensure a seamless client experience. Duties include appointment scheduling and maintaining client records to support the overall service strategy. Your ability to provide excellent service is essential to achieving IPC’s growth targets.

Key Responsibilities:

• Address client inquiries quickly and efficiently

• Manage client meetings and document key information

• Escalate issues as necessary for timely resolution

• Ensure meticulous maintenance of CRM data

• Contribute insights to improve team performance

Requirements:

• At least 2 years in a client service or advisor support role

• Relevant post-secondary education in finance or a similar field

• Proficient in Office
365 and familiar with financial platforms

• Ability to handle tasks in a fast-paced atmosphere

• Strong client service orientation and relationship management skills

Harness your skills in a client-facing role that drives positive outcomes at IPC in Penticton.
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