Client Service Associate
Client Service Associate
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Job Description
The Client Service Associate is accountable for providing support to the Relationship Managers in handling day-to-day client requests and enquiries. The incumbent will collaborate with relevant internal teams as appropriate to process client requests and resolve client inquiries ensuring accuracy timeliness and completeness to foster a positive client experience.
The role will report to the Director of Global Client Engagement. The incumbent will contribute to the development and growth of the business by supporting the institutional relationship management team in providing high quality service to institutional clients for a positive client experience.
Responsibilities
Develop a deeper understanding of clients and their needs to ensure they are being adequately met
Input and monitor client trade requests to ensure they are processed accurately and in a timely fashion to minimize exposure to financial and reputational risks
Collaborate with relevant internal teams to ensure delivery of timely accurate and relevant information to clients including periodic reporting on investment mandates financial compliance and regulatory reports and disclosures completion of due diligence questionnaires (DDQs) request for information (RFIs) audit confirmations and other ad-hoc data requests.
Assist with on-boarding of new client mandates including review of documentation for completeness working with relevant internal teams to complete on-boarding steps and set up client accounts as appropriate.
Coordinate production and review of presentation materials for client meetings to ensure timeliness and accuracy
Guide clients as needed towards increased adoption of digital tools to improve efficiency and minimize risks contributing to the organization moving towards becoming a digital customer leader
Qualifications
Post-secondary/Undergraduate degree in business finance economics or other business-related disciplines.
3 to 5 years of relevant experience within the financial services industry particularly investment management.
Well-developed computer skills and knowledge of Microsoft Office tools. Experience with Salesforce CRM will be an asset.
Good communication writing and interpersonal skills.
Ability to work independently and manage multiple priorities as may be needed
Self-motivated goal-oriented and results-driven.
Great team player with the ability to collaborate with others.
Enrolment in the CFA program or Canadian Securities Course will be an asset.
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 well-being and inclusion are more than just words.
As part of our global team well support you in shaping the future you want to see
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 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 .
Referenced Salary Location
Toronto OntarioWorking Arrangement
Salary range is expected to be between
$58275.00 CAD - $97125.00 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.
Required Experience:
IC
Employment Type
Full-Time
