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Pinnacle
3 months ago
We are a diverse group of people all driven towards one goal:
helping advisors build a better business through a remarkable client experience.
WE WANT YOU TO JOIN OUR TEAM OF WINNERS
What is the role of the Client Experience Specialist?
- Ensures excellence in every interaction to provide a consistent experience for existing clients and prospects
- Schedules and manages Advisor/Client appointments and events, participating and documenting key information where required
- Handles all client requests with the Advisor and/or the team within predefined SLA's
- Screens and direct calls. Take adequate messages and relay them in a timely manner to appropriate members
- Answer queries, disseminate or explain information to callers and visitors both internal and external as required
- Contributes to the collective (team) achievement of predefined Retention, Client Experience & Growth targets for IPC
- When required, ensures accuracy of completed account/trade paperwork, financial plans and all client meeting documentation
- Provides ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed
What are the preferred qualifications for a Client Experience Specialist?
- Minimum 35 years in an Advisor/Client support role in a Financial Services firm. Alternate comparable experience will be considered.
- Post secondary diploma or degree in business, finance, economics or other related discipline. Completion of or working towards completion of the IFIC, CSC and/or CPH is preferred. This role will be supporting advisors and clients on the Investment Dealer platform.
- Able to foster and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff and other key stakeholders.
- Excellent client service skills are required. Ability to anticipate client needs and timely follow up is expected.
- Able to multitask, prioritize and should be comfortable working in a fastpaced environment.
- Must have intermediate knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint. Nice to have intermediate knowledge of Univeris, FundServ, UVC, iMost, NetRep, NBIN Portal and/or Compass.
What is # lifeatIPC?
- Awesome support in providing industryleading training to help you succeed in your role
- Awesome community involvement opportunities through IPC Cares
- Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
- Awesome recognition: kudos, allstar program, rising star, and the circle of excellence
- Awesome Leadership teams that know your name
- If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply_
- If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence._
Investment Planning Counsel (IPC) est l'une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada.
aider des conseillers et des conseillères à bâtir leur entreprise grâce à une expérience client exceptionnelle.
NOTRE ÉQUIPE GAGNANTE VOUS ATTEND
Principales responsabilités de l'analyste, Information financière
- Viser l'excellence dans chaque interaction pour fournir une expérience homogène aux clients actuels et potentiels.
- Organiser et gérer des rencontres et des événements conseiller(ère)clients, y participer et fournir de l'information clé au besoin.
- Gérer toutes les demandes des clients avec les conseillers ou l'équipe conformément aux ententes sur les niveaux de service.
- Répondre aux demandes de renseignements des clients par téléphone, courriel, vidéoconférence ou en personne.
- Filtrer et acheminer les appels. Prendre efficacement les messages et les relayer dans les meilleurs délais aux personnes appropriées.
- Répondre aux demandes de renseignements, diffuser ou expliquer de l'information aux demandeurs et aux visiteurs internes et externes, selon les besoins.
- Contribuer à l'atteinte collective (équipe) des cibles préétablies en matière de rétention et de satisfaction de la clientèle, et de croissance pour IPC.
- Au besoin, assurer l'exactitude des documents relatifs aux comptes/opérations, des plans financiers et tous les documents relatifs aux rencontres avec les clients.
- Fournir une rétroaction continue à l'équipe pour s'assurer qu'on décèle et examine toutes les possibilités d'amélioration opérationnelle.
