Client Success & Onboarding Specialist - Hybrid

Manulife; Dubai; Hybrid; AED 200,880 - 290,160; Full time

Job summary

Manulife is seeking a client-focused professional in Dubai to serve Private Advisors and Partner Banks, handling onboarding, case lifecycle, and post-sale servicing with a strong emphasis on accuracy and regulatory compliance.

Role requires coordination with underwriting, compliance, and international operations to ensure timely policy issuance and smooth client experiences in a high-net-worth environment.

Qualifications

• Proven client relationship management experience in financial services.
• Excellent customer service and communication skills with accountability and urgency.
• Strong organizational and time-management skills with high attention to detail.
• Ability to multitask and prioritize escalated inquiries under changing circumstances.
• Strong technical competence with systems/databases and Microsoft Office.

Responsibilities

• Serve as liaison for Private Advisors and Partner Banks delivering proactive, responsive and personalized service.
• Facilitate client onboarding ensuring all documentation and financials are in good order and aligned with regulatory standards.
• Provide real-time updates and strategic support to advisors enabling client acquisition and relationship management.
• Own the entire case lifecycle from submission to policy issuance coordinating with underwriting, compliance and international operations.
• Track wire transfers and initiate premium deposit requisitions ensuring timely application of funds.
• Review and validate documentation for completeness and accuracy ensuring alignment with system data for audit readiness.
• Manage post-sale transactions including nominations, policy changes, claims and customized client requests.
• Ensure one-touch resolution by coordinating with internal teams and external stakeholders.
• Maintain detailed records of client interactions and service requests in CRM systems.
• Identify efficiency enhancements to reduce handoffs and improve turnaround times.
• Conduct pre due diligence/AML checks prior to policy issuance.
• Lead training sessions for internal stakeholders and distribution partners on processes and best practices.
• Maintain daily, weekly and monthly reports to track case progress, service levels and outstanding requirements.
• Escalate issues proactively and provide root cause analysis when service expectations are not met.
• Support internal audits and ensure compliance with regulatory and internal standards.

Skills

Client relationship management

Customer service

Organization & time management

Multitasking under pressure

Systems/databases

Microsoft Office

Confidentiality

Cross-cultural sensitivity

Flexibility in hours

Tools

Microsoft Office

Job description

Manulife is seeking a client-focused professional in Dubai to serve Private Advisors and Partner Banks, handling onboarding, case lifecycle, and post-sale servicing with a strong emphasis on accuracy and regulatory compliance.

Role requires coordination with underwriting, compliance, and international operations to ensure timely policy issuance and smooth client experiences in a high-net-worth environment.