Client Service Associate

Manulife; Montreal; On-site; CAD 58,000 - 98,000; Full time

Job summary

A leading financial services provider is seeking a Client Service Associate in Montreal to support wealth advisors with administrative tasks and client interactions. The ideal candidate is bilingual in French and English with 2-3 years of relevant experience. The role offers a salary range between $58,275.00 CAD - $97,125.00 CAD and includes customizable benefits and a hybrid working arrangement.

Benefits

Health and dental benefits

Mental health support

Retirement savings plans

Paid time off

Qualifications

• 2-3 years of experience in a client-facing financial role.
• Ability to handle administrative/service-related inquiries.
• Knowledge of the financial services industry.

Responsibilities

• Assist advisors with administrative requests.
• Validate accuracy of financial transactions.
• Build relationships with internal stakeholders.

Skills

Bilingual (French & English)

Communication skills

Analytical skills

Problem-solving skills

Interpersonal skills

Job description

The Client Service Associate is a key support role for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Client Service Associate will be an employee of Manulife, having some client-facing responsibilities and administrative support functions for the Advisor’s clients from Manulife Wealth, Group Retirement, Group Benefits, Insurance, Bank and other channels. This critical role will be a differentiator in the mass affluent advisor business space to help drive further efficiencies and optimize sales activities for the advisors while maintaining an 8:1 ratio.

Position Responsibilities

Client Portfolio Administrative Support

• Assist advisors with client facing requests for administrative/service-related inquiries such as: non-financial account updates, missing paperwork for file completion etc
• Facilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSign
• Apply legislative, product and administrative processes knowledge when working with the client on non-license related requests that are not in good order

Client Relationship and Experience Support

• Validate accuracy and completion of financial transactions processed by the administrative team related to the client’s request to ensure successful expectation and experience for the client (ex: PAC setups, withdrawal request, Interfund transfer)
• Build strong relationship with internal stakeholders to liaise on client issues and areas of improvement
• Apply business knowledge to support the Advisor on client investigations and research related to various key components of the client’s portfolio at Manulife (ex: calling Advisory Services for information, verifying and validating DSC fees)
• Work collaboratively with various Manulife partners and stakeholders to provide added value support and information to the Advisor
• Proactively staying abreast of changes in legislation, product, and administrative processes

Required Qualifications

• 2-3 years of experience in a client facing financial role
• 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

Preferred Qualifications

• Proven ability to multi-task, show initiative and anticipate needs in a proactive manner
• Strong communication, interpersonal, and relationship building skills
• Strong analytical and problem-solving skills, with the ability to identify and address operational gaps
• Ability to work in a fast-paced environment and manage multiple priorities simultaneously
• Knowledge of the financial services industry and investment management

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.

#LI-WAM

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

$58,275.00 CAD - $97,125.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] 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 [e-mail] for more information about U.S.-specific paid time off provisions.