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Guest Relations Associate
3 months ago
Position: Client Services Representative
Company Overview:
Investment Planning Counsel (IPC) is a dynamic and expanding independent wealth management organization in Canada. Our dedicated team is focused on empowering advisors to elevate their practices through outstanding client support.
Key Responsibilities:
- Greet and assist guests at the corporate office in a courteous and professional manner
- Manage incoming communications and route them to the relevant departments
- Address client inquiries via telephone, email, and face-to-face interactions
- Organize meeting and event arrangements
- Provide administrative support to senior management
Qualifications:
- At least 2 years of experience in a reception or customer service role, ideally within the financial sector
- Post-secondary education in business or a related discipline
- Aspirations for professional growth within the financial services industry
- Exceptional client service and communication abilities
- Capability to handle multiple tasks in a fast-paced environment
Benefits:
- Attractive benefits package including health coverage, retirement plans, and stock purchase options
- Professional development opportunities through industry training
- Engagement in community initiatives via IPC Cares
- Supportive leadership and a positive corporate culture
If you are interested in this position, please inform us if you require any accommodations during the selection process. Your information will be treated with confidentiality.