Client Service Associate
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Client Service Associate is a key support role 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 Advisors clients from Manulife Wealth Group Retirement Group Benefits Insurance Bank and other channels. This critical role will be a differentiator in the mass affluent advisor business space to help drive further efficiencies and optimize sales activities for the advisors while maintaining an 8:1 ratio.
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 etc
Facilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSign
Apply legislative product and administrative processes knowledge when working with the client on non-license related requests that are not in good order
Client Relationship and Experience Support:
Validate accuracy and completion of financial transactions processed by the administrative team related to the clients request to ensure successful expectation and experience for the client (ex: PAC setups withdrawal request Interfund transfer)
Build strong relationship with internal stakeholders to liaise on client issues and areas of improvement
Apply business knowledge to support the Advisor on client investigations and research related to various key components of the clients portfolio at Manulife (ex: calling Advisory Services for information verifying and validating DSC fees)
Work collaboratively with various Manulife partners and stakeholders to provide added value support and information to the Advisor
Proactively staying abreast of changes in legislation product and administrative processes
Required Qualifications:
2-3 years of experience in a client facing financial role
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
Preferred Qualifications:
Proven ability to multi-task show initiative and anticipate needs in a proactive manner
Strong communication interpersonal and relationship building skills
Strong analytical and problem-solving skills with the ability to identify and address operational gaps
Ability to work in a fast-paced environment and manage multiple priorities simultaneously
Knowledge of the financial services industry and investment management
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.
#LI-WAM
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
Montreal QuebecWorking 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
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
