Senior Client Service Associate

Senior Client Service Associate page is loaded

Senior Client Service Associate Apply locations Montreal, Quebec time type Full time posted on Posted 2 Days Ago job requisition id JR

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

The opportunity

The Sr. Client Service Associate will be an employee of Manulife, having both client-facing responsibilities and administrative support functions for the Advisor's clients from Manulife Wealth, Group Retirement, Group Benefits, Insurance, Bank and other channels. This is inclusive, and not limited to, programs such as Succession Planning and staff Loans.

Responsibilities

Client Portfolio Administrative Support:

• Directly assist external clients with administrative/service-related inquiries and adhoc requests related to their portfolios such as: non-financial account updates, navigation of secure sites, completion of paperwork as requested by the Advisor
• Facilitate 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
• Building, collecting, and requesting reports related to the client portfolio management from various sources, such as: KYC, Morningstar, CRM tools etc

Client Relationship and Experience Support:

• Proactively schedule and book meetings between the Advisor and their respective clients, as required based on demand, compliance needs etc
• Validate accuracy and completion of 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, account set ups etc)
• Build strong relationship with internal partners to collaborate closely 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

How will you create impact?

The Sr. Client Service Associate is a key support role for our senior members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients.

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 a 4:1 ratio.

What motivates you?

• You obsess about customers, listen, engage and act for their benefit.
• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone

What we are looking for

• 3+ years of experience in a client facing financial role
• Consistent track record 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 several priorities simultaneously
• Knowledge of the financial services industry and investment management
• Completion of the Canadian Securities Course (CSC) and/or Investment Funds in Canada (IFIC) an asset

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
  We lead with our Values every day and bring them to life together.
• Boundless opportunity
  We create opportunities to learn and grow at every stage of your career.
• Continuous innovation
  We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity and Inclusion
  We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship
  We build a business that benefits all customers and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

Manulife 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 .

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

Montreal, Quebec

Salary range is expected to be between

$57,000.00 CAD - $95,000.00 CAD

If 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.

About Us

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive.

We offer work that challenges and makes a difference within a flexible and supportive environment, so you can help make decisions easier and lives better for our customers.

We're proud of our accomplishments and recognitions. Recent awards include:

• Best Place to Work in Asia-Pacific 2022
• Best Place to Work for LGBTQ Equality 2022

To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the 'Job Alerts' section located in the top right corner of the page. From there, you can sign up to receive job alerts.

Discover how you can grow your career, make impact and drive real change with our Winning Team today at .

#J-18808-Ljbffr

---