Client Experience Specialist

2 months ago

PointeClaire, Canada The Canada Life Assurance Company Full time

Permanent Full Time

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.

In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.

**What you will do**
- Screen 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
- Escalate all client matters in a timely manner, as warranted by the situation.
- Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects
- Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required
- Handle all client requests with the Advisor and/or the team within pre-defined SLA’s
- Contribute to the collective (team) achievement of pre-defined Retention, Client Happiness & Growth targets for IPC
- Provide absenteeism coverage for other support staff, as directed from time to time.
- Ensure accuracy of completed account/trade paperwork, financial plans and all client meeting documentation
- Coordinate client account/trade instructions for creation and completion.
- Provide ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed
- Ensure that all client information is entered in the CRM
- Ad-hoc duties as required, and responsibilities may change from time to time

**What you will bring**
- 2 years in an Advisor/Client support role in a Financial Services/Insurance firm
- Post secondary diploma or degree in business, finance, economics or other related discipline. Completion of or working towards completion of the IFIC is required. This role will be supporting advisors and clients on the MFDA platform.
- Initiate 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.
- Organizational skills and time management - Able to multi-task, prioritize and should be comfortable working in a fast-paced environment.
- Must have knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint. Nice to have intermediate knowledge of Univeris, Plan Plus, iMost, Croesus, NetRep and NBCN.

Investment Planning Counsel (IPC) est l’une des principales sociétés indépendantes de gestion du patrimoine au Canada. Notre groupe diversifié est constitué de personnes orientées sur un objectif : aider nos conseillers à bâtir une meilleure entreprise en offrant une expérience client remarquable.

En novembre 2023, la Canada Vie a fait l’acquisition d’IPC. La Canada Vie est membre du groupe de sociétés de la Corporation Financière Power et répond aux besoins de sécurité financière de plus de 13 millions de personnes au Canada, en plus d’exercer des activités en Europe et aux États-Unis.

Grâce à cette acquisition, les plateformes d’IPC et de la Canada Vie créent l’un des principaux fournisseurs de produits et services de gestion du patrimoine au Canada.

**Ce que vous ferez**
- Répondre aux demandes de renseignements des clients par téléphone, par courriel, par vidéoconférence et en personne.
- Filtrer et diriger les appels. Prendre les messages adéquats et les transmettre en temps opportun aux membres concernés de l’équipe.
- Répondre aux demandes de renseignements, transmettre ou expliquer des renseignements aux appelants et aux visiteurs, tant à l’interne qu’à l’externe, le cas échéant.
- Transmettre les dossiers des clients au niveau supérieur en temps opportun, en fonction de la situation.
- Assurer l’excellence de chaque interaction afin d’offrir une expérience uniforme aux clients existants et potentiels.
- Planifier et gérer les rendez-vous des conseillers/clients et les événements; participer aux activités et consigner les renseignements clés, au besoin.
- Traiter toutes les demandes des clients avec le conseiller ou l’équipe dans le respect des ententes sur le niveau de service prédéfinies.
- Contribuer à la réalisation collective (de l’équipe) des cibles prédéfinies en matière de fidélisation, de satisfaction de la clientèle et de croissance pour IPC.
- Assurer la couverture des absences pour les autres membres du personnel de soutien, selon les directives données de temps à autre.
- Veille

  • Client Experience Specialist

    5 days ago

    Pointe-Claire, Canada The Canada Life Assurance Company Full time

    Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...

  • Client Experience Specialist

    1 month ago

    Pointe-Claire, Canada The Canada Life Assurance Company Full time

    Permanent Full Time Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...

  • Client Support Specialist

    2 months ago

    Pointe-Claire, Quebec, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a Client Support Specialist to provide exceptional service to our customers. As a key member of our team, you will be responsible for handling customer inquiries, resolving issues, and providing information about our products and services.Key Responsibilities:Provide timely and professional responses to customer inquiries via phone, email, and...

  • Quality Assurance Specialist

    2 months ago

    Pointe-Claire, Canada Groupe 3DM Full time

    **Our Company**: 3DM Group has been a leader in logistics, fulfillment, and supply chain management for E-Commerce and pharmaceutical companies for over 30 years. We service a multitude of pharma clients in our GMP compliant warehouse in Pointe Claire and are looking for a QA Specialist to head our pharmaceutical division on a permanent, full-time...

  • Client Advocate

    2 months ago

    Pointe-Claire, Quebec, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a Client Advocate to join our team at beBee Professionals in Pointe-Claire, Canada. As a Client Advocate, you will play a vital role in providing support and care to individuals, enhancing their quality of life and promoting their independence.Key Responsibilities:Assist clients with personal care, including hygiene, dressing, and...

  • Client Advisor

    5 months ago

    Pointe-Claire, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the West-Island of Montreal locations**What is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by...

  • Customer Experience Specialist

    3 months ago

    Pointe-Claire, Quebec, Canada beBee Professionals Full time $30,000 - $45,000

    Customer Service Representative RoleWe are seeking a skilled Customer Service Representative to provide exceptional service to our customers at beBee Professionals in Pointe-Claire, Canada.Key Responsibilities:Respond to customer inquiries via various channels, ensuring timely and professional resolutions.Provide accurate information about products and...

  • Customer Retention Specialist

    7 months ago

    Pointe-Claire, Canada RankWorks Full time

    As a company rapidly expanding, RankWorks is seeking a Retention Specialist with a passion for customer success, demonstrated by a proven track record. You are a quick thinker, well organized, and determined to succeed. This position is mentally stimulating and every day is a learning opportunity to expand your knowledge. We especially would love to hear...

  • Email Marketing Specialist

    1 month ago

    Pointe-Claire, Quebec, Canada Transformer Table Full time

    Email Marketing Specialist Job DescriptionWe are seeking a highly motivated Email Marketing Specialist to drive the growth of our company by developing and implementing effective email marketing campaigns.The ideal candidate will have a deep understanding of email marketing best practices, be detail-oriented, and have a proven track record of success in...

  • Support Specialist

    2 months ago

    Pointe-Claire, Quebec, Canada beBee Professionals Full time $30,000 - $45,000

    As a Support Specialist with beBee Professionals, you will play a vital role in enhancing the quality of life for our clients in Pointe-Claire, Canada. Your primary responsibility will be to provide personalized support and care to individuals, assisting them with daily living activities and promoting their independence.Key Responsibilities:Assist clients...

  • Nail Care Specialist

    2 months ago

    Pointe-Claire, Quebec, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a skilled Nail Care Specialist to provide professional manicures, pedicures, and nail enhancements at our beauty salon in Pointe-Claire, Canada. As a key member of our team, you will be responsible for delivering exceptional customer service and ensuring client satisfaction.Key Responsibilities:Perform high-quality manicures, pedicures, and...

  • Client Service Representative

    3 months ago

    Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative

    6 months ago

    Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Account Coordinator

    7 months ago

    Pointe-Claire, Canada Groupe 3DM Full time

    The Client Account Coordinator will assist the account manager. They are responsible for managing and communicating the daily activities of clients. Must offer an exceptional service support by identifying and assessing customer needs to achieve satisfaction. This position requires an individual who is highly detail oriented, organized, client-focused, and...

  • Client Service Representative

    7 months ago

    Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Professional Financial Services Specialist

    2 days ago

    Pointe-Claire, Quebec, Canada BMO Financial Full time

    Job Overview:We are seeking a skilled and dedicated Professional Financial Services Specialist to join our team at BMO Financial Group. This role offers a unique opportunity to make a meaningful impact on the financial well-being of our customers.About the Role:As a Professional Financial Services Specialist, you will play a crucial part in providing expert...

  • Associate Specialist

    6 months ago

    Pointe-Claire, Canada Wesco Full time

    En tant que spécialiste associé - automatisation industrielle, vous promouvrez et développerez les ventes de produits, de systèmes et de services d'automatisation industrielle. Vous fournirez une assistance technique et une formation avant et après la vente aux clients internes et externes. **Responsabilités**: Identifier des opportunités de vente...

  • Client Engagement Representative

    7 months ago

    Pointe-Claire, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Learning Specialist

    1 month ago

    Pointe-Claire, Canada Accreditation Canada Full time

    Learning Specialist 1 Av. Holiday, Pointe-Claire, QC H9R 5N3, Canada ● Health Standards Organization, 1150 Cyrville Rd., Ottawa, Ontario, Canada ● Health Standards Organization, 4711 Yonge Street, Suite 506, Toronto, Ontario, Canada ● Virtual Req #216 Sunday, November 10, 2024 Learning Specialist Terms: Full time / Permanent Salary: ...

  • Influencer Specialist

    2 weeks ago

    Pointe-Claire, Canada Transformer Table Full time

    **Hi There! Thank you for your visit.** **What you’ll be doing**: The Influencer Marketing Specialist will be responsible for developing and executing influencer marketing campaigns for Transformer Table across social media channels, working under our Influencer Marketing Manager. - Influencer marketing: Develop and execute influencer marketing and...