Client Experience Coordinator

2 months ago

Windsor, Ontario, Canada Investment Planning Counsel Full time

Job Summary

Investment Planning Counsel (IPC) is a leading independent wealth management company in Canada, dedicated to helping advisors build a better business through a remarkable client experience. We are seeking a highly skilled Client Experience Specialist to join our team.

Key Responsibilities

  • Provide exceptional client service by responding to inquiries, managing calendars, and coordinating client appointments and events.
  • Prepare meeting documentation and coordinate client account/trade instructions with advisors.
  • Ensure accuracy of account/trade paperwork, financial plans, and follow up on account and transaction workflow.
  • Optimize CRM and software to support business operations.
  • Coordinate client onboarding process to ensure a seamless experience.
  • Work collaboratively with branch support staff, IPC Head Office, and other stakeholders to support best-in-class office and client management.
  • Escalate client matters in a timely manner and proactively seek ways to improve client service and operations.

Requirements

  • 2-5 years of experience in an administrative assistant or advisor support role, preferably in a financial advisory firm.
  • Outstanding communication and interpersonal skills with the ability to work collaboratively with everyone.
  • Exceptional organizational and time management skills with the ability to multi-task, prioritize, and create and follow systems.
  • Ability to provide a remarkable client experience and anticipate client needs.
  • Proficient in Microsoft Office365, Outlook, Excel, Word, Teams, and SharePoint as well as CRM software (Salesforce, UVC).
  • Knowledge of Univeris, FundServ would be an asset.
  • Basic insurance knowledge would be an asset.
  • Completion of or working towards completion of the IFIC, CSC and/or CPH would be an asset.
  • Post-secondary diploma or degree in business, finance, economics, or other related discipline would be an asset.

About #lifeatIPC

  • Award-winning training programs to help you succeed in your role.
  • Opportunities for community involvement through IPC Cares.
  • Competitive benefits, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun.
  • Recognition programs, including kudos, all-star program, rising star, and the circle of excellence.
  • Leadership teams that know your name.

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