Bilingual Client Service Specialist

Elevate your career as a Bilingual Client Service Specialist in Winnipeg with a leading financial services organization. Utilize your English and French skills to deliver exceptional administrative support to advisors and their clients.

This hybrid role requires a proactive service-oriented professional with 2+ years of experience in client service within the financial sector. You will manage account administration, communicate effectively with clients, and resolve inquiries while adapting to a fast-paced environment. Build relationships and contribute to a dynamic team focused on exceeding client expectations.

Key Responsibilities:

• Support Advisors with account administration and documentation

• Communicate updates to clients and Advisors regularly

• Manage incoming client requests across various channels

• Research and resolve escalated client issues efficiently

• Maintain accurate records in compliance with service standards

Requirements:

• 2+ years of experience in financial services or wealth management

• Post-secondary education in Business or Finance

• Fully bilingual in English and French

• Proficiency in Microsoft Office applications

• Strong attention to detail and problem-solving skills

Deliver outstanding service and build lasting relationships as a valued member of this dedicated team.
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