Bilingual Customer Service Representative

Location: Winnipeg, MB (Hybrid, three days per week on site). Language: Fully bilingual in English and French, with strong verbal and written communication skills in both languages. Background Check Requirement: Successful completion of a criminal background check is required.

About the Opportunity

Our client, a leading organization within the financial services industry, is seeking a Bilingual Client Service Specialist to join a high-performing team in Winnipeg. In this role you will support financial advisors and their clients by providing administrative and client service expertise, ensuring account administration and transactions are handled accurately and efficiently.

This is an excellent opportunity for a service-oriented professional who enjoys building relationships, solving problems, and delivering exceptional client experiences. Working in a collaborative and fast-paced environment you will play a key role in helping advisors meet their clients’ needs while contributing to a culture focused on teamwork, accountability, and continuous improvement.

What’s In It for You

• Join a collaborative team that values learning, development, and career growth.
• Gain valuable experience within the wealth management and financial services sector.
• Competitive compensation, annual incentive opportunities, and comprehensive benefits.
• Access to retirement savings programs and wellness-focused benefits.
• Hybrid work arrangements that support flexibility and work-life balance.
• Be part of an inclusive workplace that values diversity, innovation, and teamwork.

Your Responsibilities

• Support advisors with account administration, documentation, and order processing activities.
• Communicate regularly with clients and advisors to address inquiries and provide timely updates.
• Manage incoming requests across multiple communication channels while maintaining a high standard of service.
• Research and resolve escalated client concerns, recommending effective solutions when needed.
• Adapt quickly to changing priorities and manage multiple tasks in a fast-paced environment.
• Maintain accurate records and ensure compliance with established processes and service standards.

Skills and Qualifications

• 2+ years of client service experience within financial services, wealth management, or the mutual fund industry.
• Post-secondary education in Business, Finance, or a related field.
• Fully bilingual in English and French, with exceptional verbal and written communication skills.
• Strong customer service and relationship-building abilities.
• Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
• Demonstrated ability to prioritize competing demands and make sound decisions under pressure.
• Strong attention to detail, problem-solving skills, and a collaborative approach to work.

All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

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