Customer Service Representative, Wealth Advisor Services
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Job Location:
Monthly Salary:
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
This role offers an exciting opportunity to join Manulifes Wealth Advisor Services team as a Customer Service Representative where youll play a key part in delivering exceptional support for individual investment products. By ensuring accurate empathetic and professional service youll help advance our mission of enhancing customer experiences and building trust with advisors and return youll gain the chance to grow your career within a global organization that values learning flexibility and inclusion.
This role offers a hybrid work arrangement designed to support work-life balance and team -office collaboration is expected from Tuesday through Thursday with remote flexibility on other days. You must be available Monday to Friday between 8:00 a.m. and 8:00 p.m. EST to support the contact center opening hours.
Position responsibilities:
Handling of inquiries by phone from our customers and financial advisors regarding accounts products and procedures.
Providing an outstanding customer experience accurately and professionally
Provide comprehensive information to callers resolving most queries on the first call by researching information on resource systems
Meeting productivity and quality objectives established by the department as well as Customer Experience Call Audits
Qualifications:
Previous experience in customer service and financial services with strong empathy and a commitment to enhancing customer experiences.
Bilingualism (English and French) is an asset. If the successful candidate is in Québec proficiency in both languages will be required to support clients from various provinces outside of Quebec.
Proficiency in navigating software and multiple applications attention to detail and ability to learn and apply new knowledge.
to multitask innovate and work in a fast-paced structured environment while accepting coaching feedback.
Strong collaboration skills punctuality reliability and a positive high-energy attitude.
Understanding of Canadian investment products (e.g. RRSP RRIF) and a desire to grow within a dynamic global company.
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 .
Working Arrangement
Salary & Benefits
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. Please contact for additional information.
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:
Unclear Seniority
Key Skills
- Typing
- Data Entry
- Customer Service
- Basic Math
- Computer Skills
- Windows
- Banking
- Upselling
- Pricing
- Sanitation
- Cash Handling
- Stocking
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.
