Job Description
Enhance client interactions with Investment Planning Counsel (IPC) as a Client Experience Administrator. This full-time position focuses on operational support and delivering a superior client experience within the financial services sector.
As a vital part of IPC, a trusted name under Canada Life, you will support Advisors by managing client communications, preparing meeting documentation, and handling onboarding processes. Your attention to detail and organizational skills will contribute to maintaining accurate client records and improving overall team efficiency.
Key Responsibilities: • Act as the main point of contact for clients • Prepare and organize client meeting materials • Facilitate client onboarding and service requests • Track and maintain accurate client documentation • Oversee calendar management and workflow for Advisors
Requirements: • High school diploma required; post-secondary education preferred • Relevant experience in client service or...
As a vital part of IPC, a trusted name under Canada Life, you will support Advisors by managing client communications, preparing meeting documentation, and handling onboarding processes. Your attention to detail and organizational skills will contribute to maintaining accurate client records and improving overall team efficiency.
Key Responsibilities: • Act as the main point of contact for clients • Prepare and organize client meeting materials • Facilitate client onboarding and service requests • Track and maintain accurate client documentation • Oversee calendar management and workflow for Advisors
Requirements: • High school diploma required; post-secondary education preferred • Relevant experience in client service or...
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