Bilingual Customer Service Representative

Position: Bilingual Customer Service Representative )
Location:

Winnipeg, MB (Hybrid, 3 days per week on-site)
Language:
Fully bilingual in English and French, with strong verbal and written communication skills in both languages
Background Check Requirement:
Successful completion of a criminal background check is required
About the Opportunity  Our client, a leading organization within the financial services industry, is seeking a Bilingual Client Service Specialist to join a high-performing team in Winnipeg. In this role, you will support financial advisors and their clients by providing administrative and client service expertise, ensuring account administration and transactions are handled accurately and efficiently.
This is an excellent opportunity for a service-oriented qualified who enjoys building relationships, solving problems, and delivering exceptional client experiences. Working in a cooperative and fast-paced environment, you will play a key role in helping advisors meet their clients’ needs while contributing to a culture focused on teamwork, accountability, and continuous improvement.
What’s In It for You   Join a collaborative team that values learning, development, and career growth
Gain valuable experience within the wealth management and financial services sector
Competitive compensation, annual incentive opportunities, and comprehensive benefits
Access to retirement savings programs and wellness-focused benefits
Hybrid work arrangements that support flexibility and work-life balance
Be part of an inclusive workplace that values diversity, innovation, and teamwork
Your Responsibilities   You’ll support Advisors with account administration, documentation, and order processing activities
You’ll communicate regularly with clients and Advisors to address inquiries and provide timely updates
You’ll manage incoming requests across multiple communication channels while maintaining a high standard of service
You’ll research and resolve escalated client concerns, recommending effective solutions when needed
You’ll adapt quickly to changing priorities and manage multiple tasks in a fast-paced environment
You’ll maintain accurate records and ensure compliance with established processes and service standards

Skills and Qualifications   2+ years of client service experience within financial services, wealth management, or the mutual fund industry
Post-secondary education in Business, Finance, or a related field
Fully bilingual in English and French, with exceptional verbal and written communication skills
Strong customer service and relationship-building abilities
Proficiency with Microsoft Office applications, including Outlook, Word, and Excel
Demonstrated ability to prioritize competing demands and make sound decisions under pressure
Strong attention to detail, problem-solving skills, and a collaborative approach to work
Note from the Hiring Manager  We’re looking for someone who enjoys helping people and takes pride in delivering an outstanding client experience. If you’re adaptable, detail-oriented, and thrive in a collaborative environment, this is an outstanding opportunity to build your career within a respected financial services organization.

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