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Client Experience Specialist at IPCCanada Life • Winnipeg, Canada
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Client Experience Specialist at IPC

Client Experience Specialist at IPC

Canada Life • Winnipeg, Canada
5 days ago
Job type
  • Full-time
Job description
Enhance client engagement with Investment Planning Counsel as a Client Experience Specialist. This full-time role focuses on managing client relationships and ensuring compliance in a dynamic wealth management setting.

Investment Planning Counsel is seeking a motivated individual to join their Wealth Management team. With 1-2 years of experience in customer service or wealth management preferred, the role includes managing client communications, scheduling meetings, and supporting advisors. You'll play a crucial part in delivering exceptional client service while contributing to the operational excellence of the firm.

Key Responsibilities: • Act as primary contact for client inquiries • Support client onboarding and account updates • Prepare meeting materials for advisory sessions • Ensure compliance with regulatory standards • Contribute to workflow improvements and team productivity

Requirements: • 1-2+ years in wealth management or client support • Relevant post-secondary education preferred • Familiarity with MS Office and CRM systems • Strong attention to detail and accuracy • Excellent communication and organization skills

Become a vital part of delivering quality service and enhancing client experiences at IPC. #J-18808-Ljbffr
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Client Experience Specialist at IPC • Winnipeg, Canada

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