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 cooperative 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 Office365 tools
• Excellent organizational and multi-tasking abilities
• Preferably pursuing relevant financial qualifications
Help IPC drive success through outstanding client interactions and teamwork.
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📌 Client Experience Specialist in Ontario (LaSalle)
🏢 Canada Life
📍 LaSalle