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Client Experience Coordinator

1 month ago

Windsor, Ontario, Canada Investment Planning Counsel Full time
Client Experience Specialist

Investment Planning Counsel (IPC) is a leading independent wealth management company in Canada, dedicated to helping advisors build a better business through exceptional client experiences. As a Client Experience Specialist, you will play a vital role in supporting our advisors and team members, ensuring they have the time and resources to focus on delivering remarkable client experiences.

Key Responsibilities:
  • Provide exceptional administrative support to our advisors and team members, enabling them to focus on high-value activities.
  • Develop and implement comprehensive client experience strategies, ensuring a 'life planning' mindset that delivers peace of mind and encourages clients to achieve their goals.
  • Manage the office calendar, client appointments, and events, documenting key information as required.
  • Prepare meeting documentation for client and prospect meetings, ensuring our advisors are well-prepared to deliver exceptional experiences.
  • Coordinate client account/trade instructions, ensuring accuracy and timely completion.
  • Optimize our CRM and software to support our business operations.
  • Lead the client onboarding process, ensuring new clients have an exceptional experience.
  • Collaborate 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.
Preferred Qualifications:
  • 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 systems.
  • Ability to provide a remarkable client experience, anticipating 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.
What We Offer:
  • 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.
  • A leadership team that knows your name.