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/or the team within pre-defined SLAs. Contribute to the collective achievement of...