More jobs:
Bilingual Client Service Specialist
Job in
Winnipeg, Manitoba, Canada
Listed on 2026-06-17
Listing for:
Altis Recruitment
Full Time
position Listed on 2026-06-17
Job specializations:
-
Customer Service/HelpDesk
Bilingual, Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
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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