Client Experience Specialist

Overview

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...