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 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 channelsCoordinate and document client meetings effectivelyHandle client requests within service level agreementsEscalate issues promptly to the appropriate teamsEnter client information accurately in CRM systemsRequirements:2 years in an Advisor/client support rolePost-secondary education in business or financeStrong knowledge of Office365 toolsExcellent organizational and multi-tasking abilitiesPreferably pursuing relevant financial qualificationsHelp IPC drive success through outstanding client interactions and teamwork.

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