Job Description
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-secon...
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-secon...
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