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Client Experience Coordinator

2 months 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 client-facing activities.
  • Coordinate client onboarding, ensuring a seamless and personalized experience for new clients.
  • Manage the office calendar, client appointments, and events, documenting key information as required.
  • Prepare meeting documentation for client and prospect meetings, ensuring all necessary information is available.
  • Coordinate client account and trade instructions, ensuring accuracy and timely completion.
  • Optimize our CRM and software to support our business operations.
  • Escalate client matters in a timely manner, as warranted by the situation.
  • Proactively seek ways to improve client service, onboarding, and operations, providing feedback to drive business improvements.
Preferred Qualifications:
  • Minimum 2 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 all team members.
  • Exceptional organizational and time management skills, with the ability to multitask, prioritize, and create systems.
  • Ability to provide a remarkable client experience, anticipating client needs and delivering personalized support.
  • Proficient in Microsoft Office365, Outlook, Excel, Word, Teams, and SharePoint, as well as CRM software (Salesforce, UVC).
  • Knowledge of Univeris, FundServ, and basic insurance knowledge are assets.
  • Completion of or working towards completion of the IFIC, CSC, and/or CPH is an asset.
  • Post-secondary diploma or degree in business, finance, economics, or a related discipline is an asset.
What We Offer:
  • A supportive team environment with industry-leading training 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 perks.
  • Recognition programs, including kudos, all-star program, rising star, and the circle of excellence.
  • A leadership team that knows your name and values your contributions.