Elevate client interactions in financial services as a Client Service Experience Specialist II at VPIC in Winnipeg. Enact a top-tier service model while managing client inquiries and supporting advisors effectively. VPIC is seeking a dedicated Client Service Experience Specialist II for its Winnipeg office. This full time role demands robust client service skills and offers mentorship from the Manager of Client Service.

Responsibilities include triaging service requests, providing advisory support, and assisting with onboarding and transfers for clients in a timely manner. Key Responsibilities:
Manage daily client service requests with precision
Support Investment Counsellors with document completion
Assist clients in navigating the client portal




Communicate sensitively with stakeholders
Maintain process documentation for continuous improvement Requirements:
Undergraduate degree in Commerce or relevant field
Two years in client services within financial services
Knowledge of Canadian Securities industry
Willingness to pursue additional qualifications
Proficiency in Microsoft Office and Salesforce Bring your client-focused approach and expertise in financial services to enhance the experience for VPIC clients and advisors in Winnipeg.

📌 Client Service Experience Specialist Ii Winnipeg
🏢 Canada Life
📍 Winnipeg