Client Service Associate

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 Advisor’s 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 etcFacilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSignApply legislative, product and administrative processes knowledge when working with the client on non-license related requests that are not in good orderClient 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 stakeholders to liaise on client issues and areas of improvementApply 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 stakeholders to provide added value support and information to the AdvisorProactively staying abreast of changes in legislation, product, and administrative processesRequired Qualifications:2-3 years of experience in a client facing financial roleBilingual (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 QuebecPreferred Qualifications:Proven ability to multi-task, show initiative and anticipate needs in a proactive mannerStrong communication, interpersonal, and relationship building skillsStrong analytical and problem‑solving skills, with the ability to identify and address operational gapsAbility to work in a fast‑paced environment and manage multiple priorities simultaneouslyKnowledge of the financial services industry and investment managementWhen 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.#LI-WAMマニュライフとジョン・ハンコックについてマニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ をご覧ください。マニュライフは機会均等を是とする雇用主ですマニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.com までご連絡をお願いします。Referenced Salary LocationMontreal, QuebecWorking Arrangementハイブリッド勤務Salary range is expected to be between$58,275.00 CAD - $97,125.00 CADIf you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions. #J-18808-Ljbffr