Bilingual Associate Investment Counsel Support

4 weeks ago

Montreal, Quebec, Canada Manulife Full time
Job Description

The Bilingual Associate Investment Counsel Support role is a key position within Manulife's Investment Counsel team. As a member of this team, you will play a critical role in delivering exceptional client service and support to high-net-worth clients.

Key Responsibilities:
  • Collaborate with Investment Counselors to provide personalized client service and support.
  • Work directly with clients to complete necessary documentation and ensure regulatory compliance.
  • Administer client accounts, including responding to client queries, setting up new accounts, and processing transactions.
  • Liaise with custodians and third parties to execute client requests in a timely manner.
  • Assist with client performance and tax reporting.
  • Maintain client data and perform quality control checks.
  • Provide backup support to other team members as needed.
Requirements:
  • High-net-worth clients service experience and familiarity with the wealth management industry.
  • Post-secondary education or relevant experience (minimum of 2 years).
  • CIM designation or other industry licenses such as CFA, CFP preferred.
  • Successful completion of CSC preferred.
  • Solid computer skills and ability to teach process improvements.
  • Superior client relationship management skills.
  • Ability to communicate in English and French (verbal and written) required.
What We Offer:
  • Competitive salary and benefits packages.
  • Growth trajectory with opportunities to learn and grow.
  • Flexible work policies and work-life balance.
  • Professional development and leadership opportunities.
Our Commitment to You:
  • Values-first culture.
  • Boundless opportunity for growth and development.
  • Continuous innovation and improvement.
  • Delivering the promise of Diversity, Equity and Inclusion.
  • Championing Corporate Citizenship.

The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.

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