Sr Client Support Consultant

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

Benefits offered by this job

Career development

Health & Wellness benefits

Volunteer day

Pension plan

Employee discounts

ERGs and mentorship

Job summary

Canada Life is seeking a Sr Client Support Consultant to deliver high-quality client reporting and RFP support for pension plans, institutional investors, and consultants. You will work closely with investment specialists and internal partners to ensure accurate information for governance and decision-making.

You will coordinate reporting, leverage Morningstar Direct, and drive continuous improvements while upholding exceptional client service in a fast-paced environment.

Qualifications

• 5+ years of client service or investment operations experience.
• Experience in institutional investment reporting or pensions.
• Ability to manage multiple priorities with accuracy and timeliness.
• Strong written and verbal communication skills for internal/external partners.
• Experience coordinating complex projects with multiple stakeholders.

Responsibilities

• Serve as primary internal point of contact for institutional clients and internal partners.
• Collaborate with portfolio managers, compliance, legal, and operations to deliver client solutions.
• Coordinate and prepare client reporting (quarterly, monthly, ad hoc, compliance).
• Input investment data into Morningstar Direct and produce client performance exhibits.
• Act as SME in RFP completion and due diligence questionnaires.
• Maintain consultant databases and client investment information platforms with data accuracy.
• Lead continuous improvement initiatives to enhance reporting and processes.
• Coordinate onboarding/offboarding of team members as security coordinator.
• Provide guidance and mentorship on reporting processes and best practices.

Skills

Client service

Data reporting

Cross-functional collaboration

Attention to detail

Time management

Tools

Microsoft Excel

Power BI

Word

PowerPoint

Morningstar Direct

Job description

Permanent Full Time

Join our Institutional Investment Solutions team as an Sr Client Support Consultant, Client Support, where you'll play a key role in delivering exceptional service to pension plans, institutional investors, consultants, and internal stakeholders. In this highly collaborative role, you'll act as a trusted resource for client reporting, request-for-proposal (RFP) support, and operational initiatives that contribute to client retention and business growth.

Working closely with investment counsellors, consultants, portfolio managers, and internal partners, you'll help ensure our clients receive timely, accurate, and meaningful information to support their investment governance and decision‑making needs. You'll also contribute to strategic projects that enhance the client experience and strengthen our service offering.

This role requires strong people skills, dedication to putting the client at the center of what we do, likes working as a part of a team, Microsoft skills (Word, PowerPoint, Excel, Power BI) and an organized approach with the ability to handle a demanding workload (especially end of quarter).

What You Will Do

• Serve as a primary internal point of contact for institutional clients, consultants, and internal partners, delivering responsive, professional, and solutions‑focused support.
• Partner with portfolio managers, compliance, legal, operations, and other internal stakeholders to gather information, resolve inquiries, and deliver client solutions
• 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 the completion of Requests for Proposals and due diligence questionnaires
• Maintain consultant databases and client specific investment information platforms, ensuring data accuracy and supporting market‑facing and client specific information needs.
• Support and lead continuous improvement initiatives that enhance processes, reporting accuracy, operational efficiency, and the overall client experience.
• Act as our team’s security coordinator (e.g. unsuspend users, submit tickets for new software and access to drives) and help coordinate the onboarding and offboarding of team members
• Provide guidance, training, and mentorship to team members and business partners on reporting processes, systems, and best practices.

What You Will Bring

• 5+ years of experience in client service, investment operations, institutional investments, pensions, group retirement services, wealth management, financial services, or a related industry.
• Strong understanding of institutional investment products, investment performance measurement, pension plans, or investment reporting.
• Proven ability to manage multiple priorities and deadlines while maintaining a high degree of accuracy and attention to detail.
• Excellent written and verbal communication skills, with the ability to collaborate effectively with internal partners to understand, articulate, and address client information needs.
• Strong analytical and problem‑solving skills, with a demonstrated ability to investigate issues and develop practical solutions.
• Experience coordinating complex projects, client deliverables, or business initiatives involving multiple stakeholders.
• Advanced proficiency with Microsoft Office, particularly Excel, Power BI and PowerPoint, and the ability to work effectively with data and reporting tools.
• Comfort with leveraging CoPilot and using it to seek ways to improve productivity (e.g. through agents).
• Demonstrated commitment to client service excellence, teamwork, continuous learning, and building strong professional relationships.

The base salary for this position is between $53,900 - $89,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well‑being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

• Career Development: Opportunities for career advancement, access to industry‑leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well‑being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company‑matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.