Online Chat Specialist

1 month ago


Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) est l’une des sociétés de gestion de patrimoine indépendante qui croît le plus rapidement au Canada. Nous nous spécialisons dans la planification financière pour les particuliers, les familles et les propriétaires d’entreprise. Nous nous concentrons sur une seule chose : gagner la confiance de nos clients pour établir des relations à long terme axées sur la prestation de conseils. Le rôle de la ou du spécialiste, Expérience client est d’aider et de soutenir les conseillers et leurs équipes dans les tâches administratives, afin de leur dégager du temps pour travailler directement avec les clients. La ou le spécialiste, Expérience client travaille en étroite collaboration avec les équipes pour proposer aux clients nouveaux ou existants une expérience axée sur la « planification pour la vie », de manière à leur offrir une tranquillité d’esprit tout en les encourageant à vivre leurs rêves.
Répondre professionnellement aux demandes des clients par téléphone, par courriel, par vidéoconférence et en personne
Gérer le calendrier du bureau, les rendez-vous avec les clients et les événements; Utiliser notre outil de GRC et nos logiciels de manière optimale, pour soutenir pleinement nos activités
Travailler en collaboration avec le personnel de soutien de la succursale, les employés au siège social d’IPC et d’autres intervenants clés (marketing, exploitation, conformité) et maintenir d’excellentes relations avec eux, pour soutenir une gestion optimale des bureaux et des clients
Expérience professionnelle – De trois à cinq ans dans un poste de soutien aux adjoints administratifs / conseillers dans un cabinet de conseillers en sécurité financière; Compétences en informatique – maîtrise de Microsoft Office 365, Outlook, Excel, Word, Teams et SharePoint ainsi que des logiciels de GRC (Salesforce, UVC); Formation / connaissance du secteur – diplôme d’études postsecondaires ou diplôme en affaires, en finance, en économie ou dans une autre discipline connexe (un atout)
Un soutien de premier ordre en matière de formation pour vous aider à réussir dans le rôle qui vous sera confié
De formidables atouts : des avantages sociaux répondant à vos besoins, un régime de retraite, un régime d’achat d’actions, des rabais d’entreprise, des événements sociaux, un horaire de travail estival et de la convivialité



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