Bilingual Associate, Investment Counsel Support Specialist
3 days 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 compliance 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.
- Maintain client data and perform data integrity checks for quality control.
- Provide backup support to other team members as needed.
Requirements
- High-net-worth clients service experience, with familiarity with the wealth management industry.
- Post-secondary education is preferred, but relevant experience (minimum of 2 years) also has significant value.
- CIM designation or other industry licenses such as CFA, CFP preferred.
- Successful completion of CSC preferred.
- Solid computer skills, with the ability to teach us ways to improve efficiency and utilize programs more effectively.
- Superior client relationship management skills.
- A desire to learn and grow.
- Ability to communicate in English and French (verbal and written) required.
What We Offer
- A competitive salary and benefits package.
- 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.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people make informed decisions and live better lives. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups, and institutions.
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 make a positive impact on the lives of our customers and communities.
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