Client Services Representative

4 weeks ago

Windsor, Ontario, Canada Investment Planning Counsel Full time

Investment Planning Counsel (IPC) is a dynamic and growing independent wealth management firm in Canada, dedicated to a unified mission: helping advisors enhance their practices through outstanding client service. Every team member plays a vital role in fulfilling this mission.

The primary role of the Client Experience Specialist is to assist the Advisor and team with various administrative functions, enabling them to concentrate on client engagement. The CES works in close partnership with the team to foster a 'life planning' mindset for clients, ensuring they feel secure and motivated to chase their aspirations.

Key Responsibilities:

  • Professionally manage client inquiries across multiple communication channels.
  • Oversee office scheduling, appointments, and events to ensure a tailored client experience.
  • Prepare documentation for meetings and coordinate account and trade instructions.
  • Verify the accuracy of paperwork, financial strategies, and client correspondence.
  • Enhance CRM and software systems for optimal efficiency.
  • Facilitate the client onboarding journey.
  • Collaborate with internal teams to assist in office and client management.
  • Proactively resolve client issues and identify areas for enhancement.

Preferred Qualifications:

  • Experience in an administrative or support capacity, ideally within financial advisory.
  • Strong communication and interpersonal abilities.
  • Exceptional organizational and time management skills.
  • Proficiency in Microsoft Office365, CRM software, and related tools.
  • Familiarity with industry-specific platforms and fundamental insurance concepts.
  • Relevant certifications or ongoing education in related fields.

Company Culture at IPC:

  • Leading training and support for personal development.
  • Opportunities for community involvement through IPC Cares.
  • Comprehensive benefits, pension plans, and corporate discount programs.
  • Recognition initiatives for exceptional performance and contributions.
  • Accessible leadership that values and respects each team member.

  • Customer Service Representative

    1 day ago

    Windsor, Ontario, Canada CB Canada Full time

    {"title": "Customer Service Representative", "description": "Make a Difference in People's LivesAt Motion, we're committed to making life accessible for all. As a Customer Service Representative, you'll play a critical role in delivering exceptional customer experiences and supporting our clients in achieving their goals.Key Responsibilities:Provide timely...

  • Customer Service Representative

    23 hours ago

    Windsor, Ontario, Canada CB Canada Full time

    {"title": "Customer Service Representative", "description": "Make a Difference in People's LivesAt Motion, we're committed to making life accessible for all. As a Customer Service Representative, you'll play a critical role in delivering exceptional customer experiences and supporting our clients in achieving their goals.Key Responsibilities:Provide timely...

  • Client Service Representative

    1 week ago

    Windsor, Ontario, Canada CB Canada Full time

    About the RoleAs a Client Care Specialist at CB Canada, you will play a critical role in ensuring a seamless experience for our mortgage clients. Your primary responsibility will be to communicate with clients regarding the necessary loan documents and information needed to obtain final loan approval.Key ResponsibilitiesClient CommunicationEffectively...

  • Employee Service Representative

    1 month ago

    Windsor, Ontario, Canada City of Windsor Full time

    JOB POSTING #: POSTING PERIOD: Tuesday, August 13, 2024 at 8:30 AM to Monday, August 19, 2024 at 4:30 PMDEPARTMENT: Human ResourcesUNION: Non-UnionJOB CODE: NU0604POSITION STATUS: Regular Full-Time (1); Temporary Full-Time (1)GRADE/CLASS: NU07# OF POSITIONS: 2RATE OF PAY: $61,117.45 to $74,288.81 annually SHIFT WORK REQ'D: NoDUTIES:Reporting to the...

  • Public Service Representative

    4 weeks ago

    Windsor, Ontario, Canada Service Canada Full time

    Join Our TeamService Canada is looking for a committed individual to fill the role of Public Service Representative. Candidates should possess a Secondary (high) school graduation certificate along with 2 to 3 years of relevant experience.QualificationsTechnical Proficiency: Familiarity with MS Excel, MS Outlook, MS Word, and MS Windows Background Checks:...

  • Customer Service Representative

    6 days ago

    Windsor, Ontario, Canada CB Canada Full time

    About the RoleWe are seeking a highly skilled and compassionate Customer Service Representative to join our team at CB Canada. As a key member of our customer-facing team, you will play a critical role in delivering exceptional customer experiences and making a tangible impact on our community.Key ResponsibilitiesProvide personalized support to clients,...

  • Customer Service Representative

    5 days ago

    Windsor, Ontario, Canada CB Canada Full time

    About the RoleWe are seeking a highly skilled and compassionate Customer Service Representative to join our team at CB Canada. As a key member of our customer-facing team, you will play a critical role in delivering exceptional customer experiences and making a tangible impact on our community.Key ResponsibilitiesProvide personalized support to clients,...

  • Residence Services Representative

    2 weeks ago

    Windsor, Ontario, Canada Campus Living Centres Full time

    Residence Services Representative Residence Services Representative The Residence Services Representative is a key member of our team, responsible for delivering exceptional customer service to students and guests. This role requires a high level of interaction with students, guests, and residence staff, making it an exciting opportunity for someone who...

  • Client Service Representative, Community Support Services

    1 month ago

    Windsor, Ontario, Canada VON Canada Full time

    Requisition Details:Employment Status: Permanent, Full Time (1.0 FTE)Program Name: Community Support ServicesNumber of Hours Bi-Weekly: 75Work Schedule: DaysUnion/Bargaining Unit: CUPEOn Call: NoJob Summary: The successful candidate will be responsible for promoting a positive image of VON while providing the highest level of customer service. As a...

  • Mortgage Client Liaison

    24 hours ago

    Windsor, Ontario, Canada CB Canada Full time

    {"Job Title": "Client Care Specialist", "Job Summary": "As a Client Care Specialist at CB Canada, you will be responsible for communicating with our mortgage clients about the necessary loan documents and information needed to obtain final loan approval.", "Responsibilities": ["Effectively communicate with clients using written and verbal communication...

  • Mortgage Client Liaison

    22 hours ago

    Windsor, Ontario, Canada CB Canada Full time

    {"Job Title": "Client Care Specialist", "Job Summary": "As a Client Care Specialist at CB Canada, you will be responsible for communicating with our mortgage clients about the necessary loan documents and information needed to obtain final loan approval.", "Responsibilities": ["Effectively communicate with clients using written and verbal communication...

  • Customer Service Representative

    3 days ago

    Windsor, Ontario, Canada CB Canada Full time

    About the RoleWe are seeking a highly skilled and compassionate Customer Service Representative to join our team at CB Canada. As a key member of our customer-facing team, you will play a critical role in delivering exceptional customer experiences and making a tangible impact on our community.Key ResponsibilitiesProvide personalized support to clients,...

  • Customer Service Representative

    2 days ago

    Windsor, Ontario, Canada CB Canada Full time

    About the RoleWe are seeking a highly skilled and compassionate Customer Service Representative to join our team at CB Canada. As a key member of our customer-facing team, you will play a critical role in delivering exceptional customer experiences and making a tangible impact on our community.Key ResponsibilitiesProvide personalized support to clients,...

  • Sales Representative

    2 days ago

    Windsor, Ontario, Canada Sales Talent Agency Full time

    About the RoleThe Outside Sales Representative will be responsible for the full sales cycle, including prospecting, cold calling, qualifying leads, presenting programs, and meeting sales targets to generate revenue.Key ResponsibilitiesProspect and qualify new business opportunitiesPresent and demonstrate products and services to clientsMeet and exceed sales...

  • Sales Representative

    2 days ago

    Windsor, Ontario, Canada Sales Talent Agency Full time

    About the RoleThe Outside Sales Representative will be responsible for the full sales cycle, including prospecting, cold calling, qualifying leads, presenting programs, and meeting sales targets to generate revenue.Key ResponsibilitiesProspect and qualify new business opportunitiesPresent and demonstrate products and services to clientsMeet and exceed sales...

  • Custodial Services Representative

    7 days ago

    Windsor, Ontario, Canada Greater Essex County District School Board Full time

    Job SummaryThe Greater Essex County District School Board is seeking a skilled and reliable Custodial Services Representative to join our team. As a Custodial Services Representative, you will be responsible for maintaining the cleanliness and organization of our schools and facilities.Key ResponsibilitiesPerform daily cleaning and maintenance tasks to...

  • Custodial Services Representative

    1 week ago

    Windsor, Ontario, Canada Greater Essex County District School Board Full time

    Job SummaryThe Greater Essex County District School Board is seeking a skilled and reliable Custodial Services Representative to join our team. As a Custodial Services Representative, you will be responsible for maintaining the cleanliness and organization of our schools and facilities.Key ResponsibilitiesPerform daily cleaning and maintenance tasks to...

  • Field Service Representative

    2 weeks ago

    Windsor, Ontario, Canada A New Leaf Full time

    About A New LeafA New Leaf is a leading provider of products and services to the Automotive, Industrial, Retail, and Agricultural channels.Job SummaryWe are seeking a highly motivated and detail-oriented Field Service Representative to join our team. As a Field Service Representative, you will be responsible for serving as the primary contact with our retail...

  • Customer Service Representative

    7 days ago

    Windsor, Ontario, Canada Global Excel Management Inc Full time

    Job SummaryGlobal Excel Management Inc. is seeking a highly skilled and multilingual Customer Service Representative to join our team as a Bilingual Case Coordinator. As a key member of our customer service team, you will be responsible for providing exceptional support to our clients and their families during travel-related medical and non-medical...

  • Customer Service Representative

    1 week ago

    Windsor, Ontario, Canada Global Excel Management Inc Full time

    Job SummaryGlobal Excel Management Inc. is seeking a highly skilled and multilingual Customer Service Representative to join our team as a Bilingual Case Coordinator. As a key member of our customer service team, you will be responsible for providing exceptional support to our clients and their families during travel-related medical and non-medical...