Bilingual Mutual Fund Operations Specialist

Manulife; Halifax; Hybrid; CAD 51,000 - 86,000; Full time

Job summary

A leading international financial services provider in Halifax is seeking a Bilingual Service Associate to manage mutual fund transactions and support advisors. This role involves processing financial transactions, ensuring quality control, and communicating effectively with clients in both English and French. Ideal candidates will have a strong customer service mindset and analytical skills. Join a flexible work environment with opportunities for growth and a wide array of employee benefits including health and retirement savings plans.

Benefits

Health and dental benefits

Pension plan with employer matching

Generous paid time off program

Qualifications

• Experience in customer service and financial transactions is required.
• Ability to work both independently and in a team.
• Strong attention to detail and proactive communication skills.

Responsibilities

• Process and report on mutual fund transactions.
• Communicate effectively with advisors regarding transactions.
• Perform quality control checks for routine transaction types.

Skills

Customer service mindset

Analytical skills

Problem-solving skills

Bilingual (French & English)

Education

Financial services experience

Job description

A leading international financial services provider in Halifax is seeking a Bilingual Service Associate to manage mutual fund transactions and support advisors. This role involves processing financial transactions, ensuring quality control, and communicating effectively with clients in both English and French. Ideal candidates will have a strong customer service mindset and analytical skills. Join a flexible work environment with opportunities for growth and a wide array of employee benefits including health and retirement savings plans.