Canada Life
Advisor Service Representative at IPC
Job Description
Enhance advisor experiences as an Advisor Service Representative at Investment Planning Counsel (IPC). Serve as the key contact for inquiries, ensuring excellent service delivery every day.
At IPC, a leading wealth management firm recently acquired by Canada Life, we are looking for an Advisor Service Representative. This role involves processing inquiries in a contact center environment while maintaining a high standard for service excellence. You will facilitate communication among advisors and internal teams, ensuring optimal support and resolution of issues.
Key Responsibilities:
• Resolve telephone and email inquiries promptly and accurately
• Liaise between front office partners and stakeholders
• Educate callers on IPC products and procedures
• Identify and report potential risks to management
• Build and strengthen client relationships for better experiences
Requirements:
• Minimum two years of experience in financial services
• Strong verbal and w...
At IPC, a leading wealth management firm recently acquired by Canada Life, we are looking for an Advisor Service Representative. This role involves processing inquiries in a contact center environment while maintaining a high standard for service excellence. You will facilitate communication among advisors and internal teams, ensuring optimal support and resolution of issues.
Key Responsibilities:
• Resolve telephone and email inquiries promptly and accurately
• Liaise between front office partners and stakeholders
• Educate callers on IPC products and procedures
• Identify and report potential risks to management
• Build and strengthen client relationships for better experiences
Requirements:
• Minimum two years of experience in financial services
• Strong verbal and w...