Client Experience Specialist - Winnipeg

Overview VPIC is looking to hire a driven, hands‑on contributor for the role of Client Service Experience Specialist II. The ideal candidate has a can‑do attitude, thrives in a fast‑paced, entrepreneurial environment, enjoys interacting with clients and advisors, and wants to grow their career in financial services. The role reports directly to the Manager of Client Service in the Winnipeg office.

What you will do Client and Advisor Service

Triage client service requests and account inquires, ensuring distribution to the appropriate recipients – ensure day‑to‑day requests such as client inflows/outflows, deposits/withdrawals, client changes (name, address, status, etc.) and standard client reporting are handled on a priority basis in a professional and detailed manner.

Act as a resource to support Investment Counsellors and referring advisors by assisting with the completion of documents and managing account inquiries regarding transactions, payments, transfe...