Job Description
Enhance client communications with Investment Planning Counsel as a Client Experience Specialist. This permanent full-time role focuses on administrative and client service support in a fast-paced environment.
You will be essential for assisting Advisors and delivering an exceptional client experience. Proactively engage with clients through phone and email, assist with meeting preparations, and ensure compliance with operational standards. As part of IPC, now a Canada Life company, your role fosters a productive advisory environment.
Key Responsibilities:
• Act as first point of contact for client inquiries
• Schedule client meetings and prepare agendas in advance
• Assist with client onboarding and service requests
• Maintain accurate client records in CRM systems
• Support Advisors with calendar management tasks
Requirements:
• High school diploma required; business education preferred
• Prior experience in Advisor support or client service
• Excelle...
You will be essential for assisting Advisors and delivering an exceptional client experience. Proactively engage with clients through phone and email, assist with meeting preparations, and ensure compliance with operational standards. As part of IPC, now a Canada Life company, your role fosters a productive advisory environment.
Key Responsibilities:
• Act as first point of contact for client inquiries
• Schedule client meetings and prepare agendas in advance
• Assist with client onboarding and service requests
• Maintain accurate client records in CRM systems
• Support Advisors with calendar management tasks
Requirements:
• High school diploma required; business education preferred
• Prior experience in Advisor support or client service
• Excelle...