ResponsibilitiesThe Client Service Specialist will provide support and assistance to the Senior Account Executive. This includes preparing and processing financial services proposals/statements in a timely manner; managing client documentation and client inquiries; and maintaining client files and all related information in a secure client database. The role requires 4 days/week in office and will require some regional travel to visit clients.The Client Service Specialist will:Provide confidential support to the Senior Account ExecutivePrepare Marketing, Renewal and New Business ProposalsAct as a main point of contact for client’s enquiries; responding to client questions and requests within one business dayMaintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societiesContribute to the team by sharing information, knowledge and personal strengths; and seeking to understand and build on differing perspectives of others to enhance team efficiency and quality outcomes.Maintain financial services operations by following policies and proceduresProcess confidential client information and maintain client’s records accurately in database system (EPIC)Prepare special reports as requested by Senior Account ExecutiveQualifications2+ years of financial services industry experienceMutual Funds license (not required but highly desired)Highly developed time management skills with ability to prioritize/manage deadlinesAbility to work under pressure and take ownership of workExceptional communication skillsProficiency with Microsoft Office products, including excellent knowledge of ExcelDesired QualificationsMutual Funds License or willingness to obtain Certified Financial Planner (CFP) designation either studying or qualifiedLLQP (Life License Qualification) in good standing/willingness to obtain Certified Employee Benefit Specialist (CEBS) designation either studying or qualifiedBenefitsLearn by working alongside our expertsExtended health care and dental benefitsA retirement savings plan with company contributionsA suite of Health & Wellness offeringsMental Health programs and support for you and your familyAssistance for the completion of industry designationsCompetitive compensationCompensationThe base salary for this position is between $70,000 - $85,000 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.E., annual bonus, commission etc.). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.Accessibility and InclusionWe are committed to providing an inclusive, accessible setting, where all employees and clients feel valued, respected and supported. If you require an accommodation or an alternative format of any posting, please reach out to [email protected]. For more information on Accessibility at People Corporation, visit our link https://www.Peoplecorporation.Com/en-ca/accessibility-statement.#J-18808-Ljbffr

📌 Client Service Specialist - C$70,000 - C$85,000 A Year (Winnipeg)
🏢 People
📍 Winnipeg