Client Experience Liaison

16 hours ago

Mississauga, Ontario, Canada Investment Planning Counsel Full time
Investment Planning Counsel: Enhancing Client Relationships

We 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 possess excellent communication skills, empathy, and a strong focus on personal and professional development.

About the Role:
  • Primary Responsibilities:
  • Schedule and manage advisor/client appointments and events, ensuring seamless interactions.
  • Provide exceptional client service, responding to inquiries via various channels.
  • Maintain accurate records and documentation, adhering to established SLAs.
  • Collaborate with advisors and other teams to achieve collective targets for retention, client experience, and growth.
Requirements:
  • A minimum 3-5 years of experience in an advisor/client support role within a financial services firm.
  • Post-secondary diploma or degree in business, finance, economics, or a related field.
  • Excellent relationship-building skills, with the ability to foster and maintain strong connections with clients, advisors, and stakeholders.
  • Proficiency in Microsoft Office365, including intermediate knowledge of PowerPoint, Word, Outlook, Excel, and SharePoint.
What We Offer:
  • Industry-leading training to support your success in this role.
  • Opportunities for community involvement through IPC Cares.
  • A comprehensive benefits package, including pension, share purchase plan, corporate discount plans, social events, and summer hours.
  • Recognition programs, such as kudos, all-star program, rising star, and circle of excellence.

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