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Client Experience Specialist

Client Experience Specialist

Investment Planning CounselMississauga, ON
30+ days ago
Salary
CA$13.00 hourly
Job description

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.

As the Client Experience Specialist, you will be the ‘glue’ that binds all client relationships together, you will be the first voice people hear when they call in, and the first person they see when they visit. Major responsibilities will include client servicing, client meeting coordination, review and follow up on client communication and documentation, administrative support to advisors and other duties as assigned. The ideal candidate will be Mutual Fund Dealer licensed, or willing to complete all required continuing education requirements for licencing.

Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism and a strong focus on growth both personally and professionally.

WE WANT YOU TO JOIN OUR TEAM OF WINNERS!

What is the role of the Client Experience Specialist?

  • Ensures excellence in every interaction to provide a consistent experience for existing clients and prospects
  • Schedules and manages Advisor / Client appointments and events, participating and documenting key information where required
  • Handles all client requests with the Advisor and / or the team within pre-defined SLA’s
  • Responds to client inquiries via telephone, email, video conference and in person
  • Screens and direct calls. Take adequate messages and relay them in a timely manner to appropriate members
  • Answer queries, disseminate or explain information to callers and visitors both internal and external as required
  • Contributes to the collective (team) achievement of pre-defined Retention, Client Experience & Growth targets for IPC
  • When required, ensures accuracy of completed account / trade paperwork, financial plans and all client meeting documentation
  • Provides ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed

What are the preferred qualifications for a Client Experience Specialist?

  • Minimum 3-5 years in an Advisor / Client support role in a Financial Services firm. Alternate comparable experience will be considered.
  • Post secondary diploma or degree in business, finance, economics or other related discipline. Completion of or working towards completion of the IFIC, CSC and / or CPH is preferred. This role will be supporting advisors and clients on the Investment Dealer platform.
  • Able to foster and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff and other key stakeholders.
  • Excellent client service skills are required. Ability to anticipate client needs and timely follow up is expected.
  • Able to multi-task, prioritize and should be comfortable working in a fast-paced environment.
  • Must have intermediate knowledge of Office365, PowerPoint, Word, Outlook, Excel, and SharePoint. Nice to have intermediate knowledge of Univeris, FundServ, UVC, iMost, NetRep, NBIN Portal and / or Compass.

    • What is # lifeatIPC?

  • 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