Senior Institutional Client Support & Reporting Consultant

Canada Life Group; Winnipeg; On-site; CAD 54,000 - 90,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards and Recognition

Community

Job summary

Canada Life in Winnipeg is seeking a Sr Client Support Consultant, Client Support, to deliver responsive service to pension plans, institutional investors, consultants, and internal stakeholders. You will support client reporting, RFPs, and key operational initiatives.

Collaborating with investment counsellors, consultants, portfolio managers, and internal partners, you will ensure timely, accurate information for investment governance and decision-making and contribute to strategic projects.

Qualifications

• 5+ years of experience in client service, investment operations, or related industry.
• Strong understanding of institutional investment products and reporting.
• Excellent written and verbal communication with internal partners.
• Ability to manage multiple priorities with high accuracy and detail.
• Experience coordinating complex projects with multiple stakeholders.

Responsibilities

• Serve as a primary internal point of contact for institutional clients, consultants, and internal partners, delivering responsive, professional, and solutions-focused support.
• Coordinate and prepare client reporting, including quarterly, monthly, ad hoc, and compliance-related reporting for complex institutional investment accounts.
• Input investment data into Morningstar Direct portfolio analytics software, producing client-specific performance exhibits.
• Act as a subject matter expert in completing RFPs and DDQs.
• Maintain consultant databases and client investment information platforms, ensuring data accuracy.
• Support continuous improvement initiatives to enhance processes, reporting accuracy, and efficiency.
• Provide guidance and mentorship on reporting processes, systems, and best practices.

Skills

Client service

Investment operations

Communication

Project coordination

Attention to detail

Team collaboration

Mentorship

Reporting processes

Tools

Excel

Power BI

PowerPoint

Word

Job description

Canada Life in Winnipeg is seeking a Sr Client Support Consultant, Client Support, to deliver responsive service to pension plans, institutional investors, consultants, and internal stakeholders. You will support client reporting, RFPs, and key operational initiatives.

Collaborating with investment counsellors, consultants, portfolio managers, and internal partners, you will ensure timely, accurate information for investment governance and decision-making and contribute to strategic projects.