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Client Service Specialist

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, responding to inquiries and resolving issues in a timely and professional manner.
  • Manage the office calendar, coordinate client appointments and events, and document key information as required.
  • Prepare meeting documentation for client and prospect meetings, and coordinate client account/trade instructions with the advisor.
  • Ensure the accuracy of account/trade paperwork, financial plans, and follow up on account and transaction workflow and client meeting documentation.
  • Optimize our CRM and software to fully support our business operations.
  • Coordinate the client onboarding process, ensuring a seamless and exceptional experience for new clients.
  • Work collaboratively with branch support staff, IPC Head Office, and other key stakeholders to support best-in-class office and client management.
  • Escalate client matters in a timely manner, as warranted by the situation.
  • Proactively seek ways to improve client service, new client onboarding, and operations, and provide feedback to ensure all opportunities for business improvements are captured.

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 communicate and 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, with the ability to 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 to get involved in community service through IPC Cares.
  • Competitive benefits package, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun work environment.
  • Recognition programs, including kudos, all-star program, rising star, and the circle of excellence.
  • A leadership team that knows your name and values your contributions.