Bilingual Estate Client Services Specialist
Bilingual Estate Client Services Specialist
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Job Description
Manulife Bank is seeking a Bilingual Estate Client Services Specialist to provide exceptional service to clients managing disbursements and account changes following the death of an account holder. This role involves being the primary contact for Advisors Lawyers Executors and Clients ensuring inquiries are resolved efficiently.
Position Responsibilities:
- Deliver optimal customer service for estate and death claims including closing and transferring assets in deposit investment and retirement income accounts.
- Manage changes to mortgage and loan accounts including account holder changes or debt repayment arrangements.
- Establish and maintain strong relationships with internal and external clients through proactive problemsolving and decisionmaking.
- Serve as the sole point of contact for managing inquiries to resolution.
- Handle inbound and outbound communications within specified turnaround times.
- Stay informed on provincial regulations and requirements related to estates including those in Quebec.
- Excellent attention to detail and strong technical aptitude with proficient computer skills
Required Qualifications:
- Bilingual (French & English) is required The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
- Postsecondary education or equivalent industry experience along with previous customer service experience.
- Strong communication analytical and problemsolving skills with the ability to handle sensitive subjects with empathy and compassion.
- Solid understanding of provincial laws related to estates beneficiary designations probate and wills; familiarity with Manulife Banks systems products policies and procedures is an asset.
- Proficient computer skills and strong technical aptitude; selfmotivated and capable of working independently and collaboratively within a team.
- Ability to adapt to a fastpaced and changing environment with openness to change and continuous improvement.
Preferred Qualifications:
- Strong/advanced competency in the Microsoft Office Suite and Salesforce.
- Comprehensive understanding of Manulife Bank products and services.
- Strong team player with the ability to coach others combined with excellent communication skills both written and verbal.
- Highly organized adaptable to change and resultsoriented proactively seeking solutions and taking initiative.
- Strong analytical interpretive and judgment skills with excellent problemsolving capabilities.
When you join our team:
- Well empower you to learn and grow the career you want.
- Well recognize and support you in a flexible environment where wellbeing and inclusion are more than just words.
- As part of our global team well support you in shaping the future you want to see.
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About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At 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 pregnancyrelated 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 .
Referenced Salary Location
CAN Quebec Full Time RemoteWorking Arrangement
Salary range is expected to be between
$51375.00 CAD $85625.00 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 jobrelated 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 longterm 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 paid time off provisions.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
