Manulife
Job title:
Client Service Associate
Company
Manulife
Job description
As a Client Service Associate, you will be a key support person for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients.The Client Service Associate will be an employee of Manulife, having some client-facing responsibilities and administrative support functions for the Advisor’s clients from Manulife Wealth, Group Retirement, Group Benefits, Insurance, Bank and other channels.Position Responsibilities:Client Portfolio Administrative Support:Assist advisors with client facing requests for administrative/service-related inquiries such as: non-financial account updates, missing paperwork for file completion etcFacilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSignApply legislative, product and administrative processes knowledge when working with the client on non-license related requests that are not in good orderClient Relationship and Experience Support:Validate accuracy and completion of financial transactions processed by the administrative team related to the client’s request to ensure successful expectation and experience for the client (ex: PAC setups, withdrawal request, Interfund transfer)Build strong relationship with internal collaborators to liaise on client issues and areas of improvementApply business knowledge to support the Advisor on client investigations and research related to various key components of the client’s portfolio at Manulife (ex: calling Advisory Services for information, verifying, and validating DSC fees)Work collaboratively with various Manulife partners and collaborators to provide contributed support and information to the AdvisorProactively staying abreast of changes in legislation, product, and administrative processesRequired Qualifications:2-3 years of experience in a client facing financial roleKnowledge of the financial services industry and investment managementPreferred Qualifications:Confirmed ability to multi-task, show initiative and anticipate needs in a proactive mannerStrong communication, interpersonal, and relationship building skillsStrong analytical and problem-solving skills, with the ability to identify and address operational gapsAbility to work in a fast-paced environment and handle multiple priorities simultaneouslyBilingual (French & English) is required – The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.When you join our team:We’ll empower you to learn and grow the career you want.We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.As part of our global team, we’ll support you in shaping the future you want to see.About Manulife and John HancockManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .Manulife is an Equal Opportunity EmployerAt Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .Primary Location CAN, Ontario, Toronto, 200 Bloor Street EastWorking ArrangementHybridSalary range is expected to be between $50,250.00 CAD – $83,750.00 CADIf you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.
Expected salary
Location
Toronto, ON
Job date
Sat, 16 Nov 2024 07:47:59 GMT
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