Sales Support Associate

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

Benefits offered by this job

Health, dental, vision benefits

Pension and savings plans

Paid time off

Job summary

Manulife in Montreal, QC, is seeking a Business Initiatives Coordinator to support wealth advisors with administrative tasks and client interactions. The role emphasizes accuracy, efficiency, and adherence to SLA while keeping advisors informed and coordinating with cross-functional teams.

The incumbent will handle paperwork, forms (DocuSign), and routine client requests, contributing to a streamlined client experience in a hybrid work setting.

Qualifications

• Minimum 2 years of client facing and/or customer service experience.
• Post-secondary education in finance, business or related discipline preferred.
• Ability to multi-task and problem solve.
• Strong communication, interpersonal and relationship-building skills.
• Bilingual English and French, Québec role.
• Experience in advisory administrative role and/or retail product/retirement operations a plus.
• Salesforce experience is a plus.

Responsibilities

• Manage general inbox for workflow assignment.
• Maintain processes for tracking business and paperwork within 48-hour SLA.
• Follow up with other financial institutions on consolidation activity.
• Track completed sales activities for advisors in Salesforce.
• Maintain notes and tools used to track work activity and follow ups.
• Assist advisors with client-facing administrative requests.
• Prepopulate forms (DocuSign) and submit to clients.
• Apply knowledge of legislation, product and administrative processes.
• Investigate client issues and drive timely resolutions.
• Suggest improvements to workflows and processes.

Skills

Client facing

Communication skills

Multitasking

Relationship building

Bilingual English/French

Education

Post-secondary education in finance/business

Tools

Salesforce

Job description

The Business Initiatives Coordinator is a key support role for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Business Initiatives Coordinator is responsible for supporting the mass market sales teams, including Transition Solutions, by assisting with administrative duties, client facing interactions (phone calls and/or emails) and tasks that an advisor would support without the responsibility of providing advice, processing of transactions or direction to clients. The Business Initiatives Coordinator will work closely with other key stakeholder teams and direct members, as they manage activities related to their assigned work, while ensuring the advisor is kept in the loop, allowing the sales teams to focus on their primary sales duties.

Position Responsibilities

• Manage general inbox for workflow assignment
• Maintain existing processes for tracking business and handling paperwork within 48-hour SLA
• Accountable for timely follow ups with other financial institutions on consolidation related activity
• Responsible for accurately tracking completed sales activities for advisors within Salesforce
• Maintain integrity of notes and tools used to track work activity, work intake and follow ups
• 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
• Investigating client issues and delays on advisor's behalf with related business partners to come to timely resolution for clients
• Identify and implement suggestions to systematize and improve processes/workflows
• Proactively staying abreast of changes in legislation, product, and administrative processes

Required Qualifications

• Minimum 2 years of client facing and/or customer service experience

Preferred Qualifications

• Post-Secondary education in finance, business or related discipline preferred
• Proven ability to multi-task, show initiative and problem solve
• Strong communication, interpersonal, and relationship building skills
• Ability to work in a fast-paced environment and manage multiple priorities simultaneously
• Experience in an advisory administrative role and/or retail product experience and/or retirement operations environment is an asse
• Bilingualism (English and French) is a strong 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.