Manpreet Kaur

Financial-services and customer-service professional with experience in Canada Life’s Investments department, client support, authentication, and confidential information handling. Strong communication, attention to detail, problem-solving, and relationship-building skills with experience working in regulated, fast-paced environments.

Customer Service Representative – Technical Support & Investments - THE CANADA LIFE ASSURANCE COMPANY - Winnipeg, MB

(2024-12 - 2026-09)

• Supported clients in a regulated financial-services environment, handling accounts and financial inquiries professionally and accurately.
• Worked in the Investments department, assisting clients with account-related questions and navigating internal systems and procedures.
• Followed authentication, confidentiality, security, and established risk-control procedures when handling client information.
• Identified client needs, investigated issues, provided appropriate solutions, and escalated matters when required.
• Explain financial and process-related information clearly while maintaining a professional and client-focused approach.
• Maintained accurate documentation and managed multiple priorities in a fast-paced environment.
• Collaborated with internal teams to resolve client concerns and ensure timely follow-up.

Logistics Coordinator - SEARCY TRUCKING - Winnipeg, MB

(2022-06 - 2024-11)

• Coordinated daily operations involving customers, suppliers, carriers, and internal teams while maintaining accurate records.
• Communicate with customers and business partners to provide updates, resolve concerns, and coordinate solutions.
• Reviewed shipment and order information, investigated discrepancies, and documented appropriate follow-up.
• Prepared and maintained operational documentation and electronic records with strong attention to accuracy.
• Monitored time-sensitive shipments and proactively followed up on delays and outstanding issues.
• Supported supplier research and procurement activities while maintaining professional vendor relationships.

Graduate Diploma - Computer Engineering Technician - Sheridan College