Client Account Representative
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
The Opportunity
The SLX Stock team is looking for a dynamic, dedicated, and self-motivated addition to our team who strives to meet Client and Customer Service expectations. As a very important part of the SLX Stock team processing teams, our Client Account Representatives are responsible for handling requests and processing member level transactions for Group Savings & Retirement Stock plan members.
In this role, you will fulfill varied tasks as requested, to help ensure service excellence to our Group Retirement Services Stock clients. This role is administrative in nature, requiring keen attention to detail, ability to respond to changing priorities, and very strong communication, time management, and organizational skills.
**Responsibilities**:
- Process financial and non-financial transactions for SLX Stock savings plans in accordance with instructions under the applicable policies
- Support team members by following internal processes to request specialized reporting as needed
- Exercise judgement in the selection and interpretation of data
- Learn and effectively execute various tasks performed within the team to support high volume periods
- Provide high quality service to our internal and external clients through accurate and timely fulfillment of requests
- Identify opportunities to gain efficiencies in internal processes
- Strict adherence to our privacy and confidentiality guidelines
- Commitment to supporting our organization's Equity, Diversity, and Inclusion efforts
- Develop and maintain a high level of knowledge on stock policies, pension legislation, administrative matters, and technologies
What motivates you?
- You obsess about customers, listen, and engage
- You think big, with curiosity to discover ways to use your agile mindset and enable business outcomes
- You thrive in teams, and enjoy getting things done together
- You take ownership and build solutions, focusing on what matters
- You do what is right, work with integrity and speak up
- You share your humanity, helping us build a diverse and inclusive work environment for everyone
**We are looking for someone with**:
- Knowledge on Group Savings and Retirement products and legislation
- Customer service experience, with a high aptitude for relationship building both internally and with clients
- Previous experience with Group Retirement Services, and associated products is an asset
- Fully bilingual (English and French) with excellent written and spoken language skills
- Proficiency in Outlook, Excel, and Word and effective written and verbal communication skills
- Excellent communication and interpersonal skills
- Excellent analytical, problem solving and solutioning skills
- Excellent time management and organizational skills
- A capacity for constant learning from both success and failure
- Ability to balance multiple competing priorities with quick turnaround times
- Open to change and continuous improvement
- Excellent interpersonal skills - able to cultivate and maintain strong partnerships with both internal and external customers
**Nice to Haves**:
- Exposure to and knowledge of Group Savings and Retirement products
- Exposure to and some knowledge of Group Savings and Retirement products
- Exposure to and basic understanding of collaboration tools like Microsoft Teams and Outlook
**On the job you will**:
- Work closely and collaborate with other team members
- Aim to produce quality work that is duly processed within department guidelines
- Work closely with other teams to drive innovative solutions to meet business needs
- Manage your own workload and ensure that is processed within the expected timeline
- Have the opportunity to learn other member level transaction types
**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 work continuously to find new, more streamlined way of working and strive to improve our processes where we can.
- Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where we allow everyone to thrive.
- Championing Corporate Citizenship: We build a business that benefits all partners and has a
positive social and environmental impact
**About John Hancock and Manulife**
**Manulife is an Equal Opportunity Employer
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