Support client success at VPIC as a Client Service Specialist II in Winnipeg. This role is key in managing client inquiries and facilitating onboarding in financial services.
As a valuable member of the VPIC team, you will engage directly with clients and investment advisors. The position involves triaging service requests and providing robust support throughout the client onboarding process. Essential competencies include strong communication, attention to detail, and a proactive approach to problem-solving in a fast-paced environment.
Key Responsibilities:
• Triage and prioritize client service and account requests
• Assist Investment Counsellors in resolving account issues
• Provide navigation support for the client portal
• Communicate effectively with stakeholders on onboarding
• Contribute to process improvement initiatives
Requirements:
• Degree in Commerce, Business Administration, or related field
• Minimum two years in customer service or financi...