Client Service Associate

Client Service Associate Join to apply for the Client Service Associate role at Manulife Wealth & Asset Management. The Client Service Associate is a key support role for our members of the team of wealth advisers delivering wealth and retirement advice to Manulife clients. In this role you will handle client‑facing responsibilities and provide administrative support for advisors across Manulife Wealth, Group Retirement, Group Benefits, Insurance, Bank and other channels. Your work will help drive efficiencies and optimise sales activities while maintaining an 8:1 advisor‑to‑client ratio. Position Responsibilities Assist advisors with client‑facing requests for administrative/service‑related inquiries such as non‑financial account updates and missing paperwork. Facilitate non‑complex form completion by pre‑populating paperwork as instructed by the advisor and submitting it to the client via tools such as DocuSign. Apply legislative, product and administrative process 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 to ensure a successful experience for the client (e.g., PAC setups, withdrawal requests, inter‑fund transfers). Build strong relationships with internal stakeholders to liaise on client issues and areas of improvement. Apply business knowledge to support the advisor on client investigations and research related to key components of the client’s portfolio (e.g., contacting 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 advisor. Proactively stay abreast of changes in legislation, products, and administrative processes. Required Qualifications 2–3 years of experience in a client‑facing financial role. Bilingual (French & English) – you must communicate in both languages to support clients from various jurisdictions outside of Quebec. Preferred Qualifications Proven 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 manage multiple priorities simultaneously. Knowledge of the financial services industry and investment management. 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. 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 our website. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity and strive to attract, develop and retain a workforce that reflects our customers. We foster an inclusive work environment and commit to fair recruitment, retention, advancement and compensation without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion, 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. We prioritize removing barriers to provide equal access to employment, and we provide reasonable accommodations throughout the application process. Referenced Salary Location Montreal, Quebec Working Arrangement Hybrid Salary range is expected to be between $58,275.00 CAD – $97,125.00 CAD 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, wellness benefits, and employee/family assistance plans. We also offer 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. Seniority level Entry level Employment type Full‑time Job function Industries: Insurance #J-18808-Ljbffr