Canada Life
Full-Time Client Support Specialist
Job Description
Join the team at Investment Planning Counsel (IPC) as a Full-Time Client Support Specialist. Utilize your skills in client service and administration to enhance the advisor-client experience.
Incorporated into Canada Life, IPC aims to provide superior financial services in Canada. The Client Experience Specialist role focuses on supporting Advisors and clients by managing client interactions, documentation, and meetings. Candidates should thrive in a dynamic environment, showcasing a commitment to delivering excellence in client service.
Key Responsibilities: • Act as the initial contact point for client inquiries • Prepare documentation and agendas for client meetings • Coordinate client onboarding and follow up on service requests • Maintain detailed client records in CRMs • Assist Advisors in managing workflows and schedules
Requirements: • High school diploma; preference for business education • Prior experience in financial services support • Strong orga...
Incorporated into Canada Life, IPC aims to provide superior financial services in Canada. The Client Experience Specialist role focuses on supporting Advisors and clients by managing client interactions, documentation, and meetings. Candidates should thrive in a dynamic environment, showcasing a commitment to delivering excellence in client service.
Key Responsibilities: • Act as the initial contact point for client inquiries • Prepare documentation and agendas for client meetings • Coordinate client onboarding and follow up on service requests • Maintain detailed client records in CRMs • Assist Advisors in managing workflows and schedules
Requirements: • High school diploma; preference for business education • Prior experience in financial services support • Strong orga...