Client Service Specialist in Wealth Management

Support client experiences with Investment Planning Counsel as a Client Experience Specialist. This important role involves supporting advisors and managing client interactions in a wealth management context.
Investment Planning Counsel is expanding its team to enhance client services in wealth management. You will be responsible for maintaining client relationships, preparing documentation, and ensuring compliance with standards. A detail-oriented approach and a strong desire to provide responsive service are essential for this position. Opportunities for career advancement are available within IPC.
Key Responsibilities:
• Manage client communication and inquiries
• Assist with client onboarding and service requests
• Preparing meeting materials and agendas
• Ensure compliance and audit readiness
• Contribute to enhancing office operations and efficiency
Requirements:
• 1-2+ years of experience in client service or wealth management
• Preferred post-secon...