Client Experience Specialist (IPC)

Permanent Full Time

About the Role

In this position, you will provide administrative, operational, and client service support to one or more Advisors. The role is essential to maintaining efficient daily operations, delivering a high‑quality client experience, and ensuring compliance with regulatory and organizational standards. The ideal candidate is detail‑oriented, client‑focused, and comfortable in a fast‑paced professional environment.

What You Will Do

• Serve as the first point of contact for clients via phone, email, and in‑person interactions
• Proactively call/email clients to schedule meetings for the advisors
• Prepare for client meetings, including identifying opportunities, preparing agendas, investment summaries, disclosures, and any outstanding service paperwork
• Assist with client onboarding, account updates, and service requests
• Follow up on cli...