Client Experience Specialist in Ontario

Join IPC as a Client Experience Specialist, contributing to exceptional service for clients across Ontario. This full-time role is pivotal in supporting financial advisors and enhancing overall client experience.

Investment Planning Counsel, part of Canada Life, emphasizes a collaborative environment where client care is a shared goal. With 2 years of experience in client support, you will assist clients through various communication methods and manage essential documentation. This position is key to achieving retention and satisfaction metrics.

Key Responsibilities:

• Respond to client inquiries via various channels

• Coordinate and document client meetings effectively

• Handle client requests within service level agreements

• Escalate issues promptly to the appropriate teams

• Enter client information accurately in CRM systems

Requirements:

• 2 years in an Advisor/client support role

• Post-secondary education in business or finance

• Strong knowledge of Office
365 tools

• Excellent organizational and multi-tasking abilities

• Preferably pursuing relevant financial qualifications

Help IPC drive success through outstanding client interactions and teamwork.