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Client Experience Liaison

2 months ago

Mississauga, Ontario, Canada Investment Planning Counsel Full time
{"title": "Client Experience Specialist", "description": "Role Overview

As a Client Experience Specialist at Investment Planning Counsel, you will play a vital role in delivering exceptional client service and support to our advisors and clients. Your primary responsibility will be to ensure that every interaction with our clients is seamless, efficient, and exceeds their expectations.

Key Responsibilities
  • Provide exceptional client service and support to advisors and clients
  • Schedule and manage advisor/client appointments and events
  • Handle client requests and inquiries in a timely and professional manner
  • Respond to client inquiries via phone, email, and video conference
  • Screen and direct calls, taking adequate messages and relaying them to the appropriate team members
  • Answer queries and provide information to callers and visitors as required
  • Contribute to the achievement of retention, client experience, and growth targets for IPC
  • Ensure accuracy of completed account/trade paperwork, financial plans, and client meeting documentation
Requirements
  • Minimum 3-5 years of experience in an advisor/client support role in a financial services firm
  • Post-secondary diploma or degree in business, finance, economics, or a related discipline
  • Excellent client service skills, with the ability to anticipate client needs and follow up in a timely manner
  • Ability to multi-task, prioritize, and work in a fast-paced environment
  • Intermediate knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint
What We Offer
  • Award-winning training program to help you succeed in your role
  • Opportunities for community involvement through IPC Cares
  • Competitive benefits package, including pension and share purchase plan
  • Recognition programs, including kudos, all-star program, and circle of excellence
", "lang_code": "en-US"}