Bilingual Bank Client Services Administrator

4 weeks ago


Waterloo, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

Hybrid

**Job Summary**:
The Client Services, Financial team is responsible for managing the Bank's in-force accounts and requests for money movement, bank clearing functions and closing of accounts. This includes deposit accounts (business and personal), mortgage accounts, legal documents, GICs, TFSAs, RRSPs, RRIFs, incoming/outgoing wires and both investment and RRSP loans. This team also handles our Premier Client Group and other High Net Worth requests.

This team is a dedicated group of individuals with a strong customer focus accountable for managing inquiries, communications (telephone and written responses) and processing for all inforce Manulife Bank accounts. Partnering with a Manila processing team (who manage the routine intake and processing of work), this team works closely with financial advisors and their clients to facilitate non-routine transactions. They also provide knowledgeable support to our National Account/Corporate Account back office business partners, Service Centre partners, FSST team and other Manulife business units.

**Key Accountabilities**:

- Accountable for all not in good order (NIGO) and complex transactions for in force accounts while working within prescribed accuracy, productivity and service level agreements (SLAs).
- Follow CPA rules, AML guidelines and Bank regulations to mitigate risk to the Bank
- Ensure enhanced due diligence is applied for Related Parties, Politically Exposed People, and High Risk clients
- Respond to inquiries from advisors, back office and clients for NIGO requirements, facilitating the situation until resolution. Relationship management is key, through communication and responses to advisors and clients on NIGO requirements.
- Ensure work is prioritized and managed efficiently throughout the day as the majority of transactions must be completed same day.
- Empowered to make decisions on exception requests when it is in the best interest of both the client and business, using sound risk assessment.
- Make recommendations for process improvements
- Participate in Operational Risk Reviews for the functions within Client Services Financial and support in the implementation of action plans to address areas of risk.
- Flexibility to work overtime during peak seasons and in high volume situations
- Consistently meeting Quality scores of 98%.

**What we are looking for**
- Bachelor's Degree Preferred
- 2-4 years previous industry or customer-centric service experience preferred
- Proficiency in Microsoft Word and Excel
- Ability to work independently in a fast-paced environment
- Demonstrated passion for providing customer centric solutions
- Knowledge of geography specific financial, securities, and tax regulations

**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 stakeholders and has a positive social and environmental impact.

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

The annual base salary for this role is listed below.

**Primary Location**

CAN, Ontario, Waterloo, 500 King Street North

**Salary range is expected to be between**

$41,025.00 CAD - $68,375.00 CAD

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



  • Waterloo, Canada Manulife Full time

    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...


  • Waterloo, Canada Manulife Insurance Malaysia Full time

    Bank - Bilingual Collections Analyst page is loaded Bank - Bilingual Collections Analyst Apply locations Waterloo, Ontario Halifax, Nova Scotia time type Full time posted on Posted Yesterday job requisition id JR24060511 We are a leading financial services provider committed to making decisions easier and lives better...


  • Waterloo, Canada Manulife Insurance Malaysia Full time

    Bank - Bilingual Collections Analyst page is loaded Bank - Bilingual Collections Analyst Apply locations Waterloo, Ontario Halifax, Nova Scotia time type Full time posted on Posted Yesterday job requisition id JR24060511 We are a leading financial services provider committed to making decisions easier and lives better...

  • Life Administrator

    2 weeks ago


    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...


  • Waterloo, Canada Scotiabank Full time

    Requisition ID: 167974 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: This role services clients within the Waterloo/Kitchener region. **Is This Role Right for You? In this role, you will**: - Promotes the development and profitable growth of the commercial banking portfolio in...

  • Banking Advisor

    4 weeks ago


    Waterloo, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Waterloo, Canada BMO Financial Group Full time

    20 Erb Street West Waterloo Ontario,N2L 1T2 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....


  • Waterloo, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to...


  • Waterloo, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....


  • Waterloo, Canada National Bank Full time

    A career as an administrative and operational assistant at National Bank Financial, your ability to work in synergy with clients and colleagues will be a key asset. In this role, you’ll ensure that the branch runs smoothly by efficiently managing administrative tasks, operational activities and any other special projects to be coordinated within the team....


  • Waterloo, Canada National Bank Full time

    A career as an administrative and operational assistant at National Bank Financial, your ability to work in synergy with clients and colleagues will be a key asset. In this role, you’ll ensure that the branch runs smoothly by efficiently managing administrative tasks, operational activities and any other special projects to be coordinated within the team. ...


  • Waterloo, Canada Royal Bank of Canada Full time

    **Job Summary** affectations. Banking Advisor Intern **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the...


  • Waterloo, Canada National Bank Full time

    Attendance On-Site Job Number 18149 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 08-Sep-2023 Location: Waterloo, Ontario City Waterloo Province/State Ontario Area of Interest: Wealth management A career as an administrative and operational assistant at National Bank Financial,...


  • Waterloo, Canada TD Bank Full time

    **PIA Client Relationship Associate**: - 431354BR **Job Category - Primary** - Wealth Management **Work Location** - 412 Albert Street **Employment Type** - Regular **City** - Waterloo **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private Wealth...


  • Waterloo, Canada BMO Financial Group Full time

    20 Erb Street West Waterloo Ontario,N2L 1T2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...


  • Waterloo, Canada BMO Financial Group Full time

    20 Erb Street West Waterloo Ontario,N2L 1T2 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...


  • Waterloo, Canada Scotiabank Full time

    Requisition ID: 167974 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: The Client Relationship Manager (CRM) contributes to the overall success of the Commercial Bank in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s...

  • Principal

    4 weeks ago


    Waterloo, Canada Enscolaire Bilingual School Full time

    **Principal at Enscolaire Bilingual School** Roles & Responsibilities Enscolaire Bilingual School prides itself on providing a safe, caring and inclusive environment where all children can thrive. Enscolaire students spend half their day learning in French, and the other half learning in English. Our Academic staff are Ontario College of Teachers...

  • Client Advisor

    3 weeks ago


    Waterloo, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Client Advisor

    4 weeks ago


    Waterloo, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...