Bilingual Associate Investment Counsel Support
4 days ago
The Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve teamwork with individuals internal and external to the organization.
Key Responsibilities- Collaborate with Investment Counselors to deliver a high level of personalized client service.
- Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.
- Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation.
- Liaising with custodians and third parties to execute client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to SLAs.
- Assist with client performance and tax reporting.
- Maintaining client data and performing data integrity checks for quality control.
- Provide back-up support to other team members as necessary.
- High Net Worth clients service experience – familiarity with the wealth management industry.
- Post-secondary education is preferred but relevant experience (minimum of 2 years) also has a lot of value.
- CIM designation or other industry license such as CFA, CFP preferred.
- Successful completion of CSC preferred.
- Solid computer skills – with the ability to teach us ways that we could do things more efficiently, or better use the programs we have.
- Superior client relationship management skills.
- A desire to learn and grow.
- Ability to communicate in English and French (verbal and written) required.
- 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 work-life balance.
- Professional development and leadership opportunities.
Company 116 - Manulife Investment Management Limited is a leading international financial services group that helps people make their decisions easier and lives better. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.
We are an Equal Opportunity Employer and offer 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 includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.
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Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support is a key position within Manulife Private Wealth, responsible for ensuring the client experience meets the high standards of our business.Key Accountabilities:Provide exceptional client service and support to Investment CounselsEnsure seamless communication and coordination with internal...
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Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support is a key position within Manulife Private Wealth, responsible for ensuring the client experience meets the high standards of our business.Key Accountabilities:Provide exceptional client service and support to Investment CounselsEnsure seamless communication and coordination with internal...
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Bilingual Associate Investment Counsel Support
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Company 116 - Manulife Investment Management Limited Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to high net-worth clients. This role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve...
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Montreal, Quebec, Canada Manulife Full timeJob SummaryThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a Bilingual Associate, you will play a vital role in ensuring that our high-net-worth clients receive exceptional service and support.Key ResponsibilitiesCollaborate with Investment Counselors to deliver personalized client...
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Montreal, Quebec, Canada Manulife Full timeJob SummaryThe Bilingual Associate, Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a Bilingual Associate, you will play a vital role in ensuring that our high-net-worth clients receive exceptional service and support.Key ResponsibilitiesCollaborate with Investment Counselors to deliver personalized client...
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