Become an integral part of Canada Life as a Client Experience Specialist, enhancing client relationships and delivering exceptional service in a full time role. Utilize your communication skills to coordinate meetings, and provide vital support to clients and advisors.

Investment Planning Counsel (IPC) is on the lookout for a dedicated qualified to champion client service. This permanent position demands a minimum of 2 years of experience in a financial services or insurance firm. Your responsibilities will encompass answering client inquiries, managing appointments, and ensuring seamless communication to enhance overall customer satisfaction.

Key Responsibilities:
• Respond to inquiries via various channels
• Schedule and manage client appointments and events




• Provide administrative support to advisors
• Ensure accurate completion of documentation
• Escalate client matters promptly as needed

Requirements:
• 2 years in client support within financial services
• Relevant post-secondary education in finance or related field
• Proficiency in Office365 and CRM applications
• Robust organizational and multi-tasking skills
• Excellent client service and relationship building abilities

Support Canada Life’s mission of improving well-being for Canadians through exceptional client service and teamwork.
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📌 Client Experience Specialist At Canada Life Ontario
🏢 Canada Life
📍 Canada