Client Account Representative

Manulife Financial; Montreal; Hybrid; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Retirement plans

Paid time off

Job summary

Manulife Financial is seeking a Client Account Representative in Montreal to serve as the day-to-day contact for a block of client cases, coordinating with cross-functional teams to resolve issues and deliver solutions. You will manage inquiries, investigate operational errors, and ensure timely communications with sponsors and members.

The role emphasizes relationship management, knowledge of workflows, privacy guidelines, and the ability to adapt quickly to evolving customer needs while

Qualifications

• Strong Customer Service experience demonstrating proven ability to manage and foster relationships with both internal and external partners
• Strong knowledge of workflows, procedures, and the functionalities, complexities and limitations of GRS systems
• Good understanding of applicable legislation and/or privacy regulations and guidelines
• Thorough knowledge of the area’s business, systems, and procedures. Ability to understand and align work to Customer objectives. Proven ability to quickly and easily adapt to changes to meet customer needs.
• Demonstrated strength at evaluating feasibility or practicality of ideas. Can assess risk and trade-offs. Makes informed and timely decisions.
• Good negotiating and influencing Skills
• Proven ability to quickly and easily adapt to changes within the business and organization. Can easily move from supporting one assignment to another
• Innovative thinker. Generates new and unique ideas, approaches and solutions to problems and opportunities. Openly questions traditional assumptions and procedures
• Team Player, seeks out ways to improve team dynamics IFIC, CSC or RPA Designation or working toward RPA designation is an asset
• Strong interpersonal, communication skills and presentation skills
• Strong math skills used to reconcile financial reports and work with Financial data
• Proficient understanding of excel and word based programs including PowerPoint

Responsibilities

• Provide high quality service for a select block of challenging cases by responding effectively to customers’ questions, issues, and problems (written and verbal responses). Customers may include internal partners, plan sponsors, and plan members.
• Accountable for initial investigation of operational errors within Plan Sponsor Services
• Coordinate (with cross functional areas) to deliver client solutions – providing a single point of contact for service.
• Support external clients and internal clients by providing knowledge and expertise ; may be called upon to attend face-to-face meetings with Plan Sponsors.
• Develop ‘win-win’ solutions to complex problems under tight deadlines; manage boundaries between customer base so roles are clear, workflow is smooth, and service is seamless.
• Communicate within the client environment to actively prevent errors and ensure all relevant parties are current and informed on case issues.
• Acknowledge internal and external client emails same day when received by 2pm EST and reply to voice mail same day.
• Identify trends in issues and errors, make recommendations for process changes to mitigate reoccurrence in the future (and include working with client on processes/best practices to provide quality work).
• Serve as primary intake for reconciliation requests: provides support for internal areas to understand requirements plus expected outcomes and work with client to manage expectations – advocating for successful resolution.

Skills

Customer service

Relationship management

Workflow knowledge

Regulatory awareness

Risk assessment

Negotiation

Adaptability

Innovative thinking

Team collaboration

Communication & presentation

Numerical/financial literacy

Office software (Excel/Word/PowerPoint

Tools

Excel

Word

PowerPoint

Job description

Client Account Representative

The Client Account Representative (CAR) is the single point of contact for day to day service in the organization. The CAR is accountable for ensuring any service related issues are managed within specified timeframes and organizing all resources required to deliver the best customer experience. This includes successfully resoling any issues, The CAR is responsible for devising and implementing effective solutions that enhance the service experience in the short and long term.

Position Responsibilities:

• Provide high quality service for a select block of challenging cases by responding effectively to customers’ questions, issues, and problems (written and verbal responses). Customers may include internal partners, plan sponsors, and plan members.

• Accountable for initial investigation of operational errors within Plan Sponsor Services

• Coordinate (with cross functional areas) to deliver client solutions – providing a single point of contact for service.

• Support external clients and internal clients by providing knowledge and expertise ; may be called upon to attend face-to-face meetings with Plan Sponsors.

• Develop ‘win-win’ solutions to complex problems under tight deadlines; manage boundaries between customer base so roles are clear, workflow is smooth, and service is seamless.

• Communicate within the client environment to actively prevent errors and ensure all relevant parties are current and informed on case issues.

• Acknowledge internal and external client emails same day when received by 2pm EST and reply to voice mail same day.

• Identify trends in issues and errors, make recommendations for process changes to mitigate reoccurrence in the future (and include working with client on processes/best practices to provide quality work).

• Serve as primary intake for reconciliation requests: provides support for internal areas to understand requirements plus expected outcomes and work with client to manage expectations – advocating for successful resolution.

Require Qualifications

• Strong Customer Service experience demonstrating proven ability to manage and foster relationships with both internal and external partners

• Strong knowledge of workflows, procedures, and the functionalities, complexities and limitations of GRS systems

• Good understanding of applicable legislation and/or privacy regulations and guidelines

• Thorough knowledge of the area’s business, systems, and procedures. Ability to understand and align work to Customer objectives. Proven ability to quickly and easily adapt to changes to meet customer needs.

• Demonstrated strength at evaluating feasibility or practicality of ideas. Can assess risk and trade-offs. Makes informed and timely decisions.

• Good negotiating and influencing Skills

• Proven ability to quickly and easily adapt to changes within the business and organization. Can easily move from supporting one assignment to another

• Innovative thinker. Generates new and unique ideas, approaches and solutions to problems and opportunities. Openly questions traditional assumptions and procedures

• Team Player, seeks out ways to improve team dynamics IFIC, CSC or RPA Designation or working toward RPA designation is an asset

• Strong interpersonal, communication skills and presentation skills

• Strong math skills used to reconcile financial reports and work with Financial data

• Proficient understanding of excel and word based programs including PowerPoint

Prefered Qualifications

• Bilingualism, an asset

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.

This posting supports an ongoing hiring initiative for existing and/or future vacancies.

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 [e-mail].

Working Arrangement

Hybrid

Salary & Benefits

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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 [e-mail] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.