Client Account Representative

Manulife; Montreal (administrative region); Hybrid; CAD 46,000 - 77,000; Full time

Job summary

Manulife in Montreal is hiring a Client Account Representative to support Notional plans within Plan Sponsor Services and serve as the single point of contact for day-to-day service. You will coordinate resources to deliver an optimal client experience and work with Field offices to manage client expectations.

The role requires strong customer service, knowledge of GRS systems, and proficiency with Excel/Word/PowerPoint.

Qualifications

• Strong customer service experience with internal and external partners.
• Knowledge of workflows, procedures, and the functionalities, complexities, and limitations of GRS systems.
• Understanding of applicable privacy legislation and guidelines.
• Thorough knowledge of the area’s business, systems, and procedures, with the ability to align work to customer objectives.
• Excellent interpersonal, communication, 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 Notional’s challenging cases by responding effectively to customers’ questions, issues, and problems (written and verbal responses).
• 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 attend face-to-face meetings with Plan Sponsors and internal partners.
• Develop ‘win-win’ solutions to complex problems under tight deadlines; manage boundaries between customer base 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, process documentation updates (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

GRS systems knowledge

Privacy regulations

Excel

Word

PowerPoint

Communication skills

Math skills

Tools

Excel

Word

PowerPoint

Job description

Customer satisfaction and loyalty are essential to the success of the Group Retirement Solutions business. The Client Account Representative supports all Customer Experience areas and Field offices with services for all Notional plans within Plan Sponsor Services and serves as the single point of contact for day-to-day service. This role contributes by ensuring service-related issues are managed within specified timeframes, coordinating the resources required to deliver the best customer experience, and devising and implementing effective short- and long-term solutions. The successful candidate will manage clients in partnership with Field offices, communicate with partners across the business for convergence clients, and work closely with other Customer Experience teams on activities related to their assigned group of clients.

Position Responsibilities

• Provide high-quality service for Notional’ s 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 and or internal partners.
• Develop ‘win-win’ solutions to complex problems under tight deadlines; manage boundaries between customer base 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, process documentation updates (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.

Required 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, with the ability to understand and align work to customer objectives.
• Strong interpersonal, communication, 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.

Preferred Qualifications

• Proven ability to quickly and easily adapt to changes to meet customer needs.
• Demonstrated strength in evaluating the feasibility or practicality of ideas, assessing risk and trade-offs, and making informed and timely decisions.
• Good negotiating and influencing skills.
• Proven ability to quickly and easily adapt to changes within the business and organization and move from supporting one assignment to another.
• Innovative thinker who generates new and unique ideas, approaches, and solutions to problems and opportunities and openly questions traditional assumptions and procedures.
• Takes the first steps to act on ideas and opportunities before being asked or forced to by events, commits to a course of action in the face of risks and uncertainty, and takes personal responsibility for making decisions or engaging resources.
• Team player who seeks ways to improve team dynamics.
• IFIC, CSC, or RPA designation, or progress toward an RPA designation, is an asset.
• Bilingualism in English and French is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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.

The role being advertised is an existing vacancy.

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].

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$45,900.00 CAD - $76,500.00 CAD

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.