Bilingual Investments Processing Service Associate

Manulife; Quebec; Remote; CAD 44,000 - 75,000; Full time

Job summary

A leading financial services provider seeks a Bilingual Investments Processing Service Associate to manage complex customer requests. Responsibilities include ensuring service quality and producing operational reports. The ideal candidate will have strong bilingual communication skills with a customer-centric approach. This full-time position offers opportunities for growth in a flexible environment.

Benefits

Flexible work environment

Comprehensive health benefits

Retirement savings plans

Paid time off and holidays

Qualifications

• Bilingual communication required (French & English).
• Strong customer service passion and relationship building.
• Ability to analyze and solve problems effectively.

Responsibilities

• Handle complex service requests at the initial point of contact.
• Identify and report recurring customer concerns to improve service.
• Provide support for escalated cases by collaborating with partners.

Skills

Bilingual (French & English)

Customer service

Problem analysis

Interpersonal skills

Tools

Microsoft Suite

Job description

Bilingual Investments Processing Service Associate

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Bilingual Investments Processing Service Associate

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The Investment Operations Processing team provides quality operational services to investors. These include processing financial or other transactions such as the acceptance, transmission, and settlement of orders, as well as preparing outgoing communications (by phone, fax, or mail) for advisors and brokers. Our focus on customer service is reflected in our vision : to become a leader in service by exceeding customer expectations through the quality of our staff and technological resources.

The primary responsibility of the person in this position is to handle communications related to all complex customer requests concerning one or more product lines or multiple categories of transactions. They will work to thoroughly understand all types of complex transactions related to the targeted product lines. They must demonstrate determination to maintain the specified service levels and standards for quality and productivity, which will serve as a measure of their success.

Additionally, they will perform various tasks and produce reports on Operations Processing Services daily, including :

• Quality control of all types of routine transactions.
• Daily batch settlements and payments.
• Reporting on administrative unit controls and critical workflow overview, ensuring compliance with all approval and document storage / retention requirements.
• Providing support to other administrative units, such as the Call Center, Distributor Services, and Technical Support.

At this level, team members are well-versed in industry and operational requirements : anti-money laundering, FundSERV, Online Transactions (OEL), formal trusts, estates, corporate accounts, and nominee holders, etc.

Position Responsibilities

• Accurately handles complex service requests at the initial point of contact, utilizing various administrative systems while adhering to established service standards.
• Takes a proactive role in identifying recurring customer concerns, reporting them to superiors, and recommending strategies to resolve issues and enhance service.
• Recognizes exceptional situations and opportunities for improvement, communicating recommendations to higher levels.
• Provides effective support for cases requiring escalation, collaborating with business partners and leaders to resolve issues.
• Works with the team to build strong customer relationships and meet the standards for accuracy and service excellence.

Required Qualifications

• Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
• Passion for customer service, with the ability to build positive relationships and protect the interests of Manulife.
• Commitment to exceptional service, whether working independently or as part of a team, with minimal supervision.
• Talent for analyzing and solving problems, seeing them through to completion.
• Mastery of company policies, procedures, and concepts.

Preferred Qualifications

• Knowledge of investments – a major asset.
• Proficiency in the Microsoft Suite and ease with computers.
• Experience with IFAST and AWD – an asset.
• Attention to detail and impeccable organization skills for juggling multiple tasks simultaneously.

When You Join Our Team

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife And John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https : / / www.manulife.com / en / about / our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife / John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife / John Hancock policies. To request a reasonable accommodation in the application process, contact [emailprotected] .

Referenced Salary Location

CAN, Quebec - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between

44,775.00 CAD - $74,625.00 CAD

If you are applying for this role outside of the primary location, please contact [emailprotected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption / surrogacy and wellness benefits, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [emailprotected] for more information about U.S.-specific paid time off provisions.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

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Insurance

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