OverviewVPIC is looking to hire a driven, hands‑on contributor for the role of Client Service Experience Specialist II. The ideal candidate has a can‑do attitude, thrives in a fast‑paced, entrepreneurial environment, enjoys interacting with clients and advisors, and wants to grow their career in financial services. The role reports directly to the Manager of Client Service in the Winnipeg office.What you will doClient and Advisor ServiceTriage client service requests and account inquires, ensuring distribution to the appropriate recipients – ensure day‑to‑day requests such as client inflows/outflows, deposits/withdrawals, client changes (name, address, status, etc.) and standard client reporting are handled on a priority basis in a professional and detailed manner.Act as a resource to support Investment Counsellors and referring advisors by assisting with the completion of documents and managing account inquiries regarding transactions, payments, transfers, etc.Provide Client Portal support – assist clients with accessing and navigating the client portal, troubleshooting issues, responding to inquiries, and collaborating with the Operations or IT team to resolve complex problems.Resolve issues or challenges related to client accounts, liaising with clients, custodians, internal and external stakeholders.Communicate with internal and external stakeholders in a sensitive and caring manner.Provide status updates to VPIC team members and leaders.Assist with the development and maintenance of process and procedural documentation.Provide recommendations for, and updates regarding, continuous improvement of the client service delivery model to the Manager of Client Service and other VPIC leaders as required.Other duties as assigned.Client Account Onboarding & TransfersResponsible for the end‑to‑end ownership of the client onboarding process, ensuring a high degree of accuracy and efficiency while offering a seamless and exceptional client experience – prepare and organize onboarding and account opening documentation and client change processes, gather requirements efficiently,



and liaise with Investment Counsellors, external advisors, and custodians to triage, troubleshoot, and provide ongoing updates on onboarding and client‑related matters.Ensure ongoing and proactive communication with Investment Counsellors and referring advisors by providing regular updates regarding transfer status, timelines, delays, rejections, and other issues. Liaise with the Investment Counsellor team, colleagues, external advisors, and the custodian to triage, troubleshoot, and resolve onboarding and transfer delays or issues in a timely manner.Resolve issues or challenges related to client accounts (i.E., transfers, payments, account openings, and closings) by liaising with clients, custodians, internal and external stakeholders.What you will bringEducation & ExperienceUndergraduate degree in Commerce, Business Administration, or related discipline.Proven experience in client services or customer service role.Two years of related experience in an investment or financial services environment; knowledge of the Canadian Securities industry is required.Willingness to expand professional qualifications by completing the CSC or similar program.A combination of education and experience will be considered.Technical KnowledgeKnowledge of investment principles, best practices, and emerging trends.Technical fluency with the ability to learn and adapt to current technology effectively.Working knowledge of Salesforce, PM software, and advisor operating systems is an asset.Advanced proficiency in Microsoft Office: Outlook, Excel, PowerPoint, Word,



Teams.Skills & AbilitiesStrong client service orientation with the ability to build collaborative working relationships based on mutual trust to meet goals.Ability to communicate clearly and concisely, verbally and in writing, to ensure effective interaction with key stakeholders (internal and external) to manage, inform and influence successful outcomes.Advanced organizational skills, adept at managing multiple tasks with competing deadlines.Proven analytical, problem‑solving, and decision‐making skills.Detail oriented with a general penchant for excellence.Ability to be flexible in one’s approach to established plans based on emerging needs.Entrepreneurial spirit with a creative outlook and resourceful nature.Base Salary : $45,900 - $68,800 annually (base salary only; variable compensation components such as annual bonus and commission may apply).BenefitsCareer Development: Opportunities for career advancement, access to industry‑leading learning programs and up to $2,000 annually towards education reimbursement.Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support well‑being.Time Off: Regular vacation and personal days, plus a volunteer day for community involvement.Financial Security: Company‑matching pension plan, share ownership program, and additional investment options.Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more.Community Emphasis: Workplace where employees feel connected and supported through Employee Resource Groups, mentorship programs, social clubs, and events.We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [email protected]. All information provided will be handled in accordance with applicable laws and Canada Life policies.Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.#LI-HybridRequisition ID: 6100Category: Customer Service and AdministrationLocation: Winnipeg, MB, CADate: May 20, 2026#J-18808-Ljbffr

📌 Client Experience Specialist - Winnipeg - C$45,900 - C$68,800 A Year
🏢 Vpic
📍 Winnipeg