Operations, Iiroc

Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.

With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success?

We’re seeking a Client Services Associate - someone who is the primary point of contact for IPC Securities Advisors on a wide array of processing, procedural and regulatory matters affecting client accounts.

**WE WANT YOU TO JOIN OUR TEAM OF WINNERS**

At Investment Planning Counsel we’ve designed every aspect of the Client Services Associate role with you in mind.

**What is the role of the Client Services Associate?**
- Positively contribute to the Team’s service level benchmark of responding to 80% of calls within 20 seconds.
- Liaison between client facing front office partners, internal partners and third-party vendors to positively represent mutual interests and transfer knowledge.
- Educate callers on array of IPC and regulatory products, policies and procedures that includes, but is not limited to: o Field inquiries relative to client account administration
- Issues related to registered plans
- Document requirements for new accounts
- Pricing and service-related inquiries
- Remote trade processing inquiries
- Recognize any issues with potential for unforeseen risk to IPC or the client, and timely communicate to management.

**What traits and competencies should a Client Services Associate possess?**
- Strong communication skills
- Strong time management skills
- Relationship-building skills with a commitment to establishing long-term client relationships
- Ability to provide resolutions to enhance client experiences
- Ability to think critically and use sound judgment when serving clients

**What are the preferred qualifications for a Client Services Associate?**
- Must possess a minimum of 2 years' experience within a resource center environment, working in an IIROC platform.
- Experience working in the securities operations/client service environment with a good working knowledge of relevant back-office software solutions preferred.
- Undergraduate degree in Business preferred
- Completion of IFIC is mandatory, CSC is an asset.
- Must be extremely proficient at using Microsoft Office Suite programs (Office 365) with specific attention to Word and Excel

**What to expect at IPC?**
- Awesome support in providing industry-leading training to help you succeed in your role
- Awesome community involvement opportunities through IPC Cares
- Awesome perks: benefits that fit your needs, pension, share purchase plan, corporate discount plans, social events, summer hours, and fun
- Awesome recognition: kudos, all-star program, rising star, and the circle of excellence
- Awesome Leadership teams that know your name
- Awesome hybrid working environment
- If someone you know sounds like a great fit for this role, send them this job posting and encourage them to apply_
- If you continue in the selection process, please notify us of any particular accommodation you might require. Any information you send us will be treated with complete confidence._
- ___________________

Investment Planning Counsel (IPC) est l’une des entreprises indépendantes de gestion de patrimoine qui connaît la croissance la plus rapide au Canada. Nous sommes des gens provenant de divers horizons, mais qui travaillent tous à un même objectif : aider des conseillers et des conseillères à bâtir leur entreprise grâce à une expérience client exceptionnelle.

Grâce à vos antécédents, à vos compétences et à votre expérience, vous connaissez déjà du succès dans le secteur de la gestion de patrimoine. Mais avez-vous trouvé l’employeur idéal qui vous encourage non seulement à réussir sur le plan professionnel, mais à adopter un style de vie équilibré?

Le Service à la clientèle est responsable d’offrir une expérience de service de premier plan aux clients internes et externes d’IPC afin de permettre aux conseillers d’améliorer leur pratique. Toutes les demandes des conseillers traitées par le Service à la clientèle doivent être résolues de manière exacte et complète et favoriser une expérience de service efficace dans un contexte toujours professionnel et bienveillant. Les normes de qualité et de productivité du service offert aux conseillers d’IPC Securities servent de critères pour évaluer le rendement de cette fonction.

Nous sommes à la recherche d’un adjoint au service à la clientèle. Cette personne est le premier point de contact des conseillers d’IPC Securities pour un large éventail de questions reliées au traitement, aux processus et à la réglementation qui touchent les comptes des cli