Client Service Associate

2 months ago

Toronto, Canada Manulife Full time

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

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
- 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

**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 is an Equal Opportunity Employer**

**Primary Location**

CAN, Ontario, Toronto, 200 Bloor Street East

**Working Arrangement**

Hybrid
**Salary range is expected to be between**

$50,250.00 CAD - $83,750.00 CAD

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short

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