Bilingual Associate, Investment Counsel Support Specialist
1 week ago
Job Summary
The 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 Responsibilities
- Collaborate with Investment Counselors to deliver personalized client service, ensuring that clients' needs are met and exceeded.
- Work directly with clients to complete necessary documentation, ensuring all client accounts are compliant with regulatory requirements.
- Client account administration, including responding to client queries, setting up new accounts, processing transactions, and preparing for client meetings.
- Liaise with custodians and third parties to execute client requests in a timely manner, escalating where necessary to ensure strict adherence to SLAs.
- Assist with client performance and tax reporting, maintaining accurate and up-to-date records.
- Provide back-up support to other team members as needed, ensuring seamless service delivery.
Requirements
- High Net Worth clients service experience, with a strong understanding of the wealth management industry.
- Post-secondary education is preferred, but relevant experience (minimum of 2 years) is also highly valued.
- CIM designation or other industry licenses such as CFA, CFP are preferred.
- Successful completion of CSC is preferred.
- Solid computer skills, with the ability to teach and implement process improvements.
- Superior client relationship management skills, with a focus on building strong relationships with clients.
- Ability to communicate in English and French (verbal and written) is required.
What We Offer
- A competitive salary and benefits package, designed to support your career growth and well-being.
- A growth trajectory that extends upward and outward, with opportunities to learn and develop new skills.
- A focus on career development and leadership opportunities, with a commitment to helping you achieve your goals.
- Flexible work policies and a work-life balance, allowing you to maintain a healthy and fulfilling lifestyle.
- Professional development and leadership opportunities, with a focus on helping you grow and succeed in your career.
About Manulife
Manulife is a leading international financial services group, dedicated to helping people make their decisions easier and lives better. With a global presence and a commitment to innovation, we offer a wide range of financial advice, insurance, and wealth and asset management solutions.
Our Commitment to Diversity and Inclusion
We are committed to creating an inclusive workplace where everyone thrives. We foster a culture of diversity, equity, and inclusion, and we invite you to join us in our mission to build a more inclusive and equitable society.
Why Join Manulife?
At Manulife, we offer a unique opportunity to join a dynamic and innovative organization, with a commitment to making a positive impact on the world. We are dedicated to helping our clients achieve their goals, and we are looking for talented individuals like you to join our team.
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Bilingual Associate Investment Counsel Support
2 weeks ago
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...
-
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...
-
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...
-
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...
-
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...
-
Investment Counsel Support Associate
1 week ago
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...
-
Investment Counsel Support Associate
7 days ago
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...
-
Bilingual Investment Counsel Support Associate
2 weeks ago
Montreal, Quebec, Canada Manulife Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Bilingual Investment Counsel Support Associate to join our team at Manulife. As a key member of our Investment Counsel Support team, you will play a vital role in ensuring exceptional client service and delivering high-quality support to our Investment Counsellors.Key ResponsibilitiesClient...
-
Investment Counsel Support Professional
1 week ago
Montreal, Quebec, Canada Manulife Financial Corporation Full timeAbout the RoleThe Bilingual Associate Investment Counsel Support will be responsible for a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our business aspires to achieve.Key Responsibilities:Support Investment Counsels in delivering exceptional client...
-
Associate, Private Investment Counsel
1 month ago
Montreal, Quebec, Canada TD Bank Full timeWork Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:TD Wealth Private Investment...
-
Bilingual Investment Support Specialist
4 weeks ago
Montreal, Quebec, Canada TD Bank Full timeBilingual Direct Investing Phone SpecialistWork Location: CanadaHours: 37.5Line of Business: Personal & Commercial BankingCompensation Details: We are dedicated to ensuring fair and equitable pay for all our employees. We encourage candidates to engage in open discussions with our HR Team regarding compensation inquiries, including specifics for this...
-
Bilingual Investment Associate
7 days ago
Montreal, Quebec, Canada Manulife Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Bilingual Investment Associate. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesAssist in the construction and implementation of customized...
-
Bilingual Investment Associate
1 week ago
Montreal, Quebec, Canada Manulife Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Bilingual Investment Associate. As a key member of our investment team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesAssist in the construction and implementation of customized...
-
Bilingual Investment Associate
3 days ago
Montreal, Quebec, Canada Manulife Full timeAbout the RoleWe are seeking a highly skilled and professional individual to join our team as a Bilingual Investment Associate. As an Associate Investment Counsellor, you will play a key role in assisting our Investment Counsellors in maintaining and growing existing client relationships and participating in initiatives aimed at improving customer...
