Elevate client relations as a Client Experience Specialist with Investment Planning Counsel. This full-time role focuses on client engagement, operational excellence, and personalized financial service in a supportive environment.
Within IPC's Wealth Management team, you will be integral to daily operations and safeguarding regulatory standards. This front-line position emphasizes attention to detail in managing client communications and documentation. As a key player, you will enable advisors to enhance client engagement while enjoying opportunities for professional growth within financial services.
Key Responsibilities:
• Act as primary client contact via phone and email
• Schedule meetings and ensure consistent client engagement
• Assist with onboarding and service requests
• Prepare meeting materials for client interactions
• Support compliance and audit readiness tasks
Requirements:
• 1–2+ years in client service support or wealth management
• Post-se...