The Client Experience Specialist at Canada Life (formerly IPC) supports advisors and clients by ensuring seamless client servicing, communication, scheduling, and administrative support.
What you will do
Responsibilities include:
Respond to client inquiries via telephone, email, video conference, and in person.
Screen and direct calls. Take adequate messages and relay them in a timely manner to appropriate members.
Answer queries, disseminate or explain information to callers and visitors both internal and external as required.
Escalate all client matters in a timely manner, as warranted by the situation.
Ensure excellence in every interaction to provide a consistent experience for existing clients and prospects.
Schedule and manage Advisor/Client appointments and events, participating and documenting key information where required.
Handle all client requests with the Advisor and/o...