Client Service Associate

Client Service Associate

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 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 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 improvement
• Apply 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 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
• Knowledge of the financial services industry and investment management
• Bilingual (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

Preferred Qualifications:

• Confirmed 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 handle multiple priorities simultaneously

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.

The role being advertised is an existing vacancy.

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.

Manulife is an Equal Opportunity Employer

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.