Job Description
Join Investment Planning Counsel (IPC) as a Client Service Support Specialist, focusing on enhancing client interactions and operational efficiency. This permanent, full-time position is your chance to make a significant impact on client experiences and support Advisors effectively.
At IPC, part of Canada Life, this role is vital for delivering high-quality client service. You will prepare documentation, manage appointments, and ensure compliance while maintaining important client records. Strong problem-solving skills and the ability to multitask are essential for thriving in this supportive environment.
Key Responsibilities: • Manage initial client interactions through various channels • Prepare meeting materials including agendas and summaries • Assist with onboarding and respond to client requests • Process and track documentation accurately • Ensure compliance and support Advisor workflows
Requirements: • High school diploma; post-secondary education is ...
At IPC, part of Canada Life, this role is vital for delivering high-quality client service. You will prepare documentation, manage appointments, and ensure compliance while maintaining important client records. Strong problem-solving skills and the ability to multitask are essential for thriving in this supportive environment.
Key Responsibilities: • Manage initial client interactions through various channels • Prepare meeting materials including agendas and summaries • Assist with onboarding and respond to client requests • Process and track documentation accurately • Ensure compliance and support Advisor workflows
Requirements: • High school diploma; post-secondary education is ...