The Client Experience Specialist is responsible for providing the first contact with clients and performing key roles in customer service and administrative support to advisers.
Investment Planning Counsel, which, owned by Canada Life, is an independent wealth management organisation that enables investment advisers to provide the best experience for their clients. As a result of the acquisition by Canada Life, IPC has become one of the most powerful providers of financial services to millions of clients in Canada, the United States, and Europe.
The role includes responsibilities such as making initial contact by phone or in person with clients, scheduling client meetings, following up with clients about paperwork, and supporting the administrative functions of advisers. Candidates must have either MFDA or IIROC licensing or be prepared to obtain either one. You can read further in this post.
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Employer Details
Company : Canada Life
Location : St. John’s, NL, CA
Salary : $44,900 – $67,400 per year
Job type : Full-time
Start Date : As soon as possible
Benefits : Competitive pay and benefits; a culture of collaboration and creativity, commitment by management to engage employees through community activities, clearly defined career advancement paths, several ways for employees to generate income through commissions, a culture that promotes innovation, commitment to employee development and long-term success.
Job Description
- The Client Experience Specialist is responsible for providing the first contact with clients and performing key roles in customer service and administrative support to advisers.
- Serve as the first point of contact for the customers via phone calls, emails, video chats and face-to-face.
- Respond to inquiries by telephone, email, video and face-to-face.
- Responsible for escalating customer concerns immediately and ensuring consistency of customer experience is at a high level.
- Evaluate and manage all customer appointments and activities with advisors, including the necessary documentation.
Responsibilities
- Scheduling and organizing meetings between clients and advisers and documenting meeting notes to record key points of discussion.
- Receiving and processing requests received from clients according to established Service Level Agreements.
- Specializing in team objectives of client retention, satisfaction, and revenue growth.
- Providing coverage and support for all staff members as necessary.
- Providing constructive feedback on improving processes or the way a business operates.
- Supporting these efforts by responding to ad-hoc requests and adjusting as responsibilities evolve.
Requirements
- At least 2 years of experience supporting clients or advising clients regarding financial products or services within the financial services or insurance industries.
- College diploma or degree from a post-secondary institution in business, finance, economics or a similar field.
- Completion or imminent completion of an IFIC, CSC, and/or CPH license for employment purposes; you’ll be expected to support MFDA and IIROC platforms.
How to Apply?
Click on this link to know more about this position and apply to the opening.