Client Service Associate

2 weeks ago

Toronto, Canada Compuneel Full time

**Title - Service Associate II**

**Location: 200 Bloor Street East, Toronto, Canada**

**Contract**

**HM Notes**:

- Develop a deeper understanding of clients and their needs to ensure they are being adequately met.
- Input and monitor client trade requests to ensure they are processed accurately and in a timely fashion to minimize exposure to financial and reputational risks.
- Collaborate with relevant internal teams to ensure delivery of timely, accurate and relevant information to clients including periodic reporting on investment mandates, financial, compliance and regulatory reports and disclosures, completion of due diligence questionnaires (DDQs), request for information (RFIs), audit confirmations and other ad-hoc data requests.
- Assist with on-boarding of new client mandates including review of documentation for completeness, working with relevant internal teams to complete on-boarding steps, and set up client accounts as appropriate.
- Coordinate production and review of presentation materials for client meetings to ensure timeliness and accuracy.
- Guide clients as needed towards increased adoption of digital tools to improve efficiency and minimize risks contributing to the organization moving towards becoming a digital customer leader Role Type: Hybrid - 2 in-office days per week (Tuesdays and Wednesdays). Work Schedule Hours: 9:00am to 5:00pm

**Description**:

- The Client Service Associate, reporting directly to the Head of Client Service and Sales Support Canada, will work directly with the Canadian sales and relationship management team with the goal of delivering a level of service that will exceed our prospect and clients’ expectations.
- This is a multi-faceted role that involves sales/distribution support, client servicing and acting as a liaison between various internal and external partners.
- This role will be part of a team of associates, supporting Manulife Asset Management’s business development efforts with MAM Affiliates and large institutional asset management clients in Canada.
- The Client Service Associate provides internal centralized coordination of new business and client deliverables including but not limited to meeting presentations, coordinating affiliate access to MAM PMs, RFPs, account openings, closings, transitions, and maintenance as well as ad hoc requests.

**The opportunity**
- The Client Service Associate is accountable for providing support to the Relationship Managers in handling day-to-day client requests and enquiries. The incumbent will collaborate with relevant internal teams as appropriate to process client requests and resolve client inquiries ensuring accuracy, timeliness, and completeness to foster a positive client experience. Responsibilities
- Develop a deeper understanding of clients and their needs to ensure they are being adequately met
- Input and monitor client trade requests to ensure they are processed accurately and in a timely fashion to minimize exposure to financial and reputational risks.
- Collaborate with relevant internal teams to ensure delivery of timely, accurate and relevant information to clients including periodic reporting on investment mandates, financial, compliance and regulatory reports and disclosures, completion of due diligence questionnaires (DDQs), request for information (RFIs), audit confirmations and other ad-hoc data requests.
- Assist with on-boarding of new client mandates including review of documentation for completeness, working with relevant internal teams to complete on-boarding steps, and set up client accounts as appropriate.
- Coordinate production and review of presentation materials for client meetings to ensure timeliness and accuracy.
- Guide clients as needed towards increased adoption of digital tools to improve efficiency and minimize risks contributing to the organization moving towards becoming a digital customer leader
- How will you create impact? The role will report to the Managing Director, Relationship Management. The incumbent will contribute to the development and growth of the business by supporting the institutional relationship management team in providing high quality service to institutional clients for a positive client experience. 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**
- Post-secondary/Undergraduate degree in business, finance, economics, or other business-related disciplines.
- 3 to 5 years of relevant experience within the financial services industry, particularly investment management.
- Well-develope

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