Join Investment Planning Counsel as a Client Experience Support Specialist, providing vital client service and administrative tasks. This full-time role demands strong organizational skills and client-focused service.
Investment Planning Counsel, part of Canada Life, is seeking a Client Experience Support Specialist. This position supports the daily operations of Advisors while ensuring an exceptional client experience. You will be integral to managing client inquiries, preparing documentation, and maintaining records in a complex financial services environment.
Key Responsibilities:
• Act as the primary contact for clients via calls and emails
• Schedule meetings for advisors proactively
• Prepare necessary materials for client meetings
• Assist with onboarding and service requests
• Track important client documentation and follow-ups
Requirements:
• High school diploma; further education in business preferred
• Previous advisor support experience is valu...