Client Service Associate || Ontario, Toronto || Contract

Contract

Client Service Associate jobs in Ontario

Client Service Associate 

 

 

Ontario, Toronto 

 

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
 

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
 

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.

 

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.
 

 

Click here for More remote and onsite Contract / Fulltime USA JOBS

To apply for this job please visit manulife.wd3.myworkdayjobs.com.