Excel as a Client Experience Specialist with Investment Planning Counsel in Milton, Ontario. Support Advisors by enhancing client interactions and ensuring operational efficiency in a full-time role.
In this permanent position, you will provide critical administrative and client service support. Your focus will be on improving the client experience while managing tasks for multiple Advisors. Key skills include communication, organization, and attention to detail as you facilitate onboarding and resolve client inquiries.
Key Responsibilities:
• Serve as the initial contact for clients via phone and email
• Proactively schedule meetings for Advisors through outreach
• Prepare for client meetings with necessary documentation




• Assist in client onboarding and account updates
• Maintain accurate records in CRM systems
Requirements:
• High school diploma; post-secondary preferred
• Experience in Financial Services supporting Advisors
• Solid organizational and problem-solving skills
• Proficient in MS Office and CRM software
• Client-focused with a professional demeanor
Bring your dedication to client service and administrative support to enhance the client experience at IPC.
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📌 Client Experience Specialist at IPC (Milton)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Milton