Elevate client interactions by becoming a Client Service Experience Specialist II at Canada Life in Winnipeg. Utilize your client service skills in a dynamic and supportive setting.
As a Client Service Experience Specialist II, you will support clients and advisors by managing day-to-day servicing requests efficiently. This role involves triaging service requests, offering exceptional customer support, and collaborating with various departments to ensure satisfaction. Your hands-on contributions will significantly enhance the client experience in a financial services setting.
Key Responsibilities:
• Triage client service requests promptly and professionally
• Provide Client Portal support and address inquiries
• Communicate effectively with clients and stakeholders




• Assist in onboarding processes and client transfer
• Develop and maintain procedural documentation
Requirements:
• Undergraduate degree in Business or related field
• Two years in client service within financial services
• Knowledge of Canadian Securities industry practices
• Proficiency with Microsoft Office and Salesforce
• Excellent organizational and problem-solving skills
Bring your client-focused approach and proactive problem-solving skills to Canada Life's dedicated team in Winnipeg.
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📌 Client Service Experience Specialist II at Canada Life (Winnipeg)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Winnipeg