Bilingual Client Service Specialist

Elevate your career with a leading financial services organization in Winnipeg as a Bilingual Client Service Specialist. Thrive in a hybrid work model while delivering exceptional administrative support to financial advisors and their clients.

You will be an essential part of a high-performing team, utilizing your bilingual skills to communicate with clients in both English and French. This role requires at least two years of client service experience within financial services, ensuring account administration and transaction accuracy. If you excel in problem-solving and relationship building, this is the perfect opportunity for you.

Key Responsibilities:

• Support Advisors with account administration and documentation

• Communicate regularly with clients and Advisors for inquiries

• Manage incoming requests across various communication channels

• Resolve escalated client concerns and recommend solutions

• Maintain accurate records for compliance with standards

Requirements:

• 2+ years of client service experience in financial services

• Strong education background in Business or Finance

• Fully bilingual in English and French

• Proficiency in Microsoft Office applications

• Strong attention to detail and problem-solving skills

Help advisors deliver outstanding client experiences in this dynamic role.
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