Client Experience Coordinator
2 weeks ago
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.
- 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.
- 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.
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Client Experience Coordinator
4 weeks ago
Windsor, 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. As a Client Experience Specialist, you will play a vital role in supporting our advisors and team members, ensuring they have the time and...
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Client Experience Coordinator
4 weeks ago
Windsor, 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. As a Client Experience Specialist, you will play a vital role in supporting our advisors and team members, ensuring they have the time and...
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Client Experience Coordinator
2 months ago
Windsor, Ontario, Canada Investment Planning Counsel Full timeJob SummaryInvestment 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 ResponsibilitiesProvide exceptional client service by responding to...
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Client Experience Coordinator
2 months ago
Windsor, Ontario, Canada Investment Planning Counsel Full timeJob SummaryInvestment 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 ResponsibilitiesProvide exceptional client service by responding to...
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Client Experience Coordinator
2 months ago
Windsor, Ontario, Canada Investment Planning Counsel Full time{"title": "Client Experience Specialist", "description": "Role SummaryInvestment Planning Counsel is a leading wealth management company in Canada, dedicated to delivering exceptional client experiences. We are seeking a highly skilled Client Experience Specialist to join our team.Key ResponsibilitiesProvide exceptional client service through professional...
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Client Experience Coordinator
2 months ago
Windsor, Ontario, Canada Investment Planning Counsel Full time{"title": "Client Experience Specialist", "description": "Role SummaryInvestment Planning Counsel is a leading wealth management company in Canada, dedicated to delivering exceptional client experiences. We are seeking a highly skilled Client Experience Specialist to join our team.Key ResponsibilitiesProvide exceptional client service through professional...
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Client Experience Coordinator
2 weeks ago
Windsor, Ontario, Canada Investment Planning Counsel Full timeClient Experience SpecialistInvestment Planning Counsel (IPC) is a leading independent wealth management company in Canada, driven by a shared goal of delivering exceptional client experiences. We're seeking a highly skilled Client Experience Specialist to join our team, supporting our advisors in providing top-notch service to our clients.Key...
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Client Experience Coordinator
1 month ago
Windsor, 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. As a Client Experience Specialist, you will play a vital role in supporting our advisors and team members, ensuring they have the time and...
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Client Experience Coordinator
1 month ago
Windsor, 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. As a Client Experience Specialist, you will play a vital role in supporting our advisors and team members, ensuring they have the time and...
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Client Relations Liaison
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Windsor, Ontario, Canada Investment Planning Counsel Full timeJob SummaryInvestment 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 ResponsibilitiesProvide exceptional client service, responding to inquiries...
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Client Service Specialist
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