Client Experience Specialist

2 weeks ago


Mississauga, Ontario, Canada Investment Planning Counsel Full time

About This Role:


Candidate must possess effective communication skills, empathy, optimism and a strong focus on growth both personally and professionally.


Key Responsibilities:



  • Ensures excellence in every interaction to provide a consistent experience for existing clients and prospects
  • Schedules and manages Advisor/Client appointments and events, participating and documenting key information where required
  • Handles all client requests with the Advisor and/or the team within pre-defined SLA's
  • Responds to client inquiries via telephone, email, video conference and in person
  • Screens and direct calls. Take adequate messages and relay them in a timely manner to appropriate members
  • Answer queries, disseminate or explain information to callers and visitors both internal and external as required
  • Contributes to the collective (team) achievement of pre-defined Retention, Client Experience & Growth targets for IPC
  • When required, ensures accuracy of completed account/trade paperwork, financial plans and all client meeting documentation
  • Provides ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed

About You:


Candidate must have a minimum of 3-5 years of experience in an Advisor/Client support role in a Financial Services firm.



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