Client Experience Liaison
4 weeks ago
As a Client Experience Specialist at Investment Planning Counsel, you will be the key point of contact for clients, providing exceptional service and support to ensure a seamless experience. Your primary responsibility will be to foster strong relationships with clients, advisors, and internal teams to drive business growth and retention.
Key Responsibilities- Provide exceptional client service, responding to inquiries and resolving issues in a timely and professional manner.
- Schedule and manage client appointments, events, and meetings, ensuring seamless coordination and follow-up.
- Collaborate with advisors and internal teams to ensure accurate and timely completion of client documentation and paperwork.
- Contribute to the development and implementation of client experience initiatives, driving business growth and retention.
- Participate in ongoing training and professional development to enhance skills and knowledge in client service, communication, and relationship-building.
- Minimum 3-5 years of experience in a client-facing role, preferably in the financial services industry.
- Post-secondary diploma or degree in business, finance, or a related field.
- Excellent communication, interpersonal, and problem-solving skills.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Intermediate knowledge of Microsoft Office and other relevant software applications.
- A dynamic and supportive work environment.
- Ongoing training and professional development opportunities.
- A competitive compensation package, including benefits and pension plan.
- The chance to work with a talented team of professionals who are passionate about delivering exceptional client experiences.
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Client Experience Liaison
4 weeks ago
Mississauga, Ontario, Canada Investment Planning Counsel Full timeAt Investment Planning Counsel, we're seeking a skilled Client Experience Liaison to play a vital role in delivering exceptional client service. As a key member of our team, you'll be responsible for ensuring seamless interactions with clients, advisors, and internal stakeholders.Main Responsibilities:Provide top-notch client service, ensuring a consistent...
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Client Services Liaison
4 weeks ago
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Client Services Liaison
2 months ago
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Client Experience Liaison
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Mississauga, Ontario, Canada Investment Planning Counsel Full timeClient Experience SpecialistInvestment Planning Counsel (IPC) is a leading independent wealth management company in Canada, dedicated to helping advisors build a better business through exceptional client experiences.The Client Experience Specialist plays a vital role in ensuring seamless interactions between clients and advisors. Key responsibilities...
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Client Experience Liaison
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Mississauga, Ontario, Canada Investment Planning Counsel Full timeAt Investment Planning Counsel, we're committed to delivering exceptional client experiences. As our Client Experience Specialist, you'll play a vital role in ensuring our clients receive the highest level of service.Key Responsibilities:Provide exceptional client service, ensuring every interaction is positive and memorable.Schedule and manage...
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Client Experience Liaison
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Mississauga, Ontario, Canada Investment Planning Counsel Full timeAt Investment Planning Counsel, we're seeking a highly skilled Client Experience Specialist to join our team. As a key member of our team, you will be responsible for delivering exceptional client experiences through effective communication, empathy, and a strong focus on growth.Key responsibilities include:Ensuring excellence in every interaction to provide...
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Client Experience Liaison
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Mississauga, Ontario, Canada Investment Planning Counsel Full timeInvestment Planning Counsel: Enhancing Client RelationshipsWe are a leading independent wealth management company in Canada, committed to delivering exceptional client experiences.This role offers an exciting opportunity for a skilled Client Experience Specialist to join our team and contribute to the growth of our organization.The ideal candidate will...
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Client Services Liaison
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Client Services Liaison
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Client Services Liaison
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Customer Service Liaison
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Customer Service Liaison
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