Client Experience Specialist at Canada Life

Elevate your career as a Client Experience Specialist with Canada Life. Provide essential support to Advisors while delivering top-notch client service in this full-time role.

This permanent role emphasizes efficient daily operations and compliance within the financial services sector. You will serve as the primary point of contact for clients, prepare for meetings, and assist with onboarding processes. Detailed organization and a client-focused mindset are crucial as you take proactive steps to enhance the client experience.

Key Responsibilities: • Serve as the first contact for clients via multiple channels • Schedule client meetings, ensuring timely follow-up • Prepare documentation for client meetings and services • Maintain accurate records in CRM and internal systems • Support compliance processes and audits

Requirements: • High school diploma; post-secondary education preferred • Experience in advisor support or financial services • Strong communicatio...