Client Service Specialist in Wealth Management

Join Canada Life as a Client Service Specialist and be at the forefront of client engagement in wealth management. Your role ensures seamless communication and expert support for clients and advisors.

As part of Investment Planning Counsel (IPC), this full-time role is designed for individuals who thrive in advisor-client relationships. You’ll handle inquiries, organize meetings, and provide administrative assistance, while adhering to standards of excellence in client service and care. Anticipating needs and providing timely follow-ups is vital for achieving client satisfaction and retention goals.

Key Responsibilities:
• Field client inquiries through various channels
• Coordinate Advisor/Client appointments and events
• Escalate issues and provide timely resolutions
• Ensure accurate documentation and record-keeping
• Offer insights for potential business improvements

Requirements:
• Minimum 2 years in a fina...