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 team-oriented workplace 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.

📌 Client Experience Specialist In Ontario Lasalle (Canada)
🏢 Canada Life
📍 Canada