Pursue a career at Investment Planning Counsel as a Client Experience Specialist, where exceptional client service is paramount. This position offers a permanent full time prospect in wealth management.
As a key player in IPC, now a part of Canada Life, you will handle client inquiries and ensure all interactions are timely and informative. The role requires 2 years of experience in a similar support position and a commitment to achieving client happiness and retention targets. You'll manage appointments while providing support to advisors.
Key Responsibilities:
• Handle client inquiries efficiently across various channels
• Document and communicate accurately with clients
• Elevate client satisfaction and team performance
• Maintain accurate client account documentation
• Provide absence coverage for team members
Requirements:
• 2 years in a financial services/client support role
• Diploma or degree in finance or business
• Proficient in Office365 and related technologies
• Excellent relationship-building capability
• Working towards IFIC, CSC, or CPH preferred
Excel in client relations and advisor support at IPC and contribute to its success.
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📌 Ipc Client Experience Specialist Role Lasalle
🏢 Canada Life
📍 LaSalle