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 collaborative 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.
Client Experience Specialist in Ontario in Lasalle employer: Canada Life
Canada Life is an exceptional employer that fosters a high-performing culture, offering strategic leadership opportunities in compliance and risk management. With locations in vibrant cities like Toronto, London, Montreal, and Winnipeg, employees benefit from a collaborative work environment, comprehensive professional development programs, and a commitment to work-life balance, making it a rewarding place for those seeking meaningful careers.
