Client Service Experience Specialist II

Elevate client interactions in financial services as a Client Service Experience Specialist II at VPIC in Winnipeg. Enact a top-tier service model while managing client inquiries and supporting advisors effectively.

VPIC is seeking a dedicated Client Service Experience Specialist II for its Winnipeg office. This full-time role demands strong client service skills and offers mentorship from the Manager of Client Service. Responsibilities include triaging service requests, providing advisory support, and assisting with onboarding and transfers for clients in a timely manner.

Key Responsibilities:

• Manage daily client service requests with precision

• Support Investment Counsellors with document completion

• Assist clients in navigating the client portal

• Communicate sensitively with stakeholders

• Maintain process documentation for continuous improvement

Requirements:

• Undergraduate degree in Commerce or relevant field

• Two years in client services within financial services

• Knowledge of Canadian Securities industry

• Willingness to pursue additional qualifications

• Proficiency in Microsoft Office and Salesforce

Bring your client-focused approach and expertise in financial services to enhance the experience for VPIC clients and advisors in Winnipeg.
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