Bilingual Bank Client Services Administrator
7 days ago
**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**
**Working Arrangement**
Hybrid
**Job Summary**:
The Client Services, Financial team is responsible for managing the Bank's in-force accounts and requests for money movement, bank clearing functions and closing of accounts. This includes deposit accounts (business and personal), mortgage accounts, legal documents, GICs, TFSAs, RRSPs, RRIFs, incoming/outgoing wires and both investment and RRSP loans. This team also handles our Premier Client Group and other High Net Worth requests.
This team is a dedicated group of individuals with a strong customer focus accountable for managing inquiries, communications (telephone and written responses) and processing for all inforce Manulife Bank accounts. Partnering with a Manila processing team (who manage the routine intake and processing of work), this team works closely with financial advisors and their clients to facilitate non-routine transactions. They also provide knowledgeable support to our National Account/Corporate Account back office business partners, Service Centre partners, FSST team and other Manulife business units.
**Key Accountabilities**:
- Accountable for all not in good order (NIGO) and complex transactions for in force accounts while working within prescribed accuracy, productivity and service level agreements (SLAs).
- Follow CPA rules, AML guidelines and Bank regulations to mitigate risk to the Bank
- Ensure enhanced due diligence is applied for Related Parties, Politically Exposed People, and High Risk clients
- Respond to inquiries from advisors, back office and clients for NIGO requirements, facilitating the situation until resolution. Relationship management is key, through communication and responses to advisors and clients on NIGO requirements.
- Ensure work is prioritized and managed efficiently throughout the day as the majority of transactions must be completed same day.
- Empowered to make decisions on exception requests when it is in the best interest of both the client and business, using sound risk assessment.
- Make recommendations for process improvements
- Participate in Operational Risk Reviews for the functions within Client Services Financial and support in the implementation of action plans to address areas of risk.
- Flexibility to work overtime during peak seasons and in high volume situations
- Consistently meeting Quality scores of 98%.
**What we are looking for**
- Bachelor's Degree Preferred
- 2-4 years previous industry or customer-centric service experience preferred
- Proficiency in Microsoft Word and Excel
- Ability to work independently in a fast-paced environment
- Demonstrated passion for providing customer centric solutions
- Knowledge of geography specific financial, securities, and tax regulations
**What can we offer you?**
- 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 strong work-life balance.
- Professional development and leadership opportunities.
**Our commitment to you**
- Values-first culture
We lead with our Values every day and bring them to life together.
- Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
We build a business that benefits all stakeholders and has a positive social and environmental impact.
**About John Hancock and Manulife**
**Manulife is an Equal Opportunity Employer**
**Salary & Benefits**
The annual base salary for this role is listed below.
**Primary Location**
CAN, Ontario, Waterloo, 500 King Street North
**Salary range is expected to be between**
$41,025.00 CAD - $68,375.00 CAD
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short
-
Bilingual Bank Client Services Administrator
1 week ago
Waterloo, Canada Manulife Full timeThe Bilingual Bank Client Services Administrator delivers customer service to internal and externals customers and processes financial and non-financial requests. The position may be responsible for ensuring customer satisfaction with company products and services through the timely and accurate processing of transactions as well as for identifying and...
-
Bank Client Services Administrator
2 weeks ago
Waterloo, Canada Manulife Full timeThe Bilingual Bank Client Services Administrator delivers customer service to internal and externals customers and processes financial and non-financial requests. The position may be responsible for ensuring customer satisfaction with company products and services through the timely and accurate processing of transactions as well as for identifying and...
-
Senior Client Services Administrator
1 week ago
Waterloo, Canada Sun Life Full timeJob Description :The Senior Administrator role is to handle client inquiries through direct contact and to provide service excellence to Plan Sponsors, Members and Advisors on the GRS Operations client admin function. You will be required to handle day-to-day administration in a timely manner within service level standards.Main Accountabilities:Handle...
-
Bilingual Client Service Specialist
7 days ago
Waterloo, Canada Manulife Full timeThe AdminAdvantage Administration team within the Manulife Group Benefits organization links people, technology, and expert services to simplify benefits administration and provide a consistent, powerful member and client experience. Our vision is to be recognized as the partner of choice within the industry for benefits solutions and benefits administration...
-
Waterloo, Ontario, Canada Scotiabank Full timeRequisition ID: 242981Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Client Service Specialist, Canadian Commercial Banking (Waterloo, Ontario)The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their...
-
Senior Client Services Administrator
1 week ago
Waterloo, Canada Financière Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Banking Advisor
7 days ago
Waterloo, Canada Royal Bank of Canada Full time**What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with other RBC...
-
Senior Client Services Administrator
1 week ago
Waterloo, Ontario, Canada Sun Life Full time $49,000 - $77,000You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Client Services Coordinator
1 week ago
Waterloo, Ontario, Canada Raymond James Full timeAbout UsBLA Private Wealth is a wealth management advisory practice committed to delivering exceptional client experiences and high‑quality financial guidance. We are seeking a reliable, organized, and client‑focused Client Services Coordinator / Administrative Assistant to join our team. This is a full time, in office role to ensure our office runs...
-
Client Service Associate
2 weeks ago
Waterloo, ON, CAN, Canada Bank of Montreal Full timeApplication Deadline:01/21/2026Address:20 Erb Street West Job Family Group:Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing...