Sales Support Associate

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

Benefits offered by this job

Health insurance

Dental

Vision

Disability insurance

Life insurance

Employee assistance program

Job summary

Manulife is seeking a Business Initiatives Coordinator in Montreal to support wealth advisors with administrative tasks, client interactions, and workflow management. The role ensures the advisor stays informed while the sales teams focus on core duties.

The candidate should have 2+ years of client-facing experience, strong communication, and the ability to multitask in a fast-paced environment. Bilingual English/French is a strong asset for Quebec locations.

Qualifications

• Minimum 2 years of client-facing and/or customer service experience.
• Experience in advisory administrative role or retail product/retirement operations is a plus.
• 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.

Responsibilities

• Manage general inbox for workflow assignment and maintain 48-hour SLA tracking.
• Support advisors with client-facing administrative requests and paperwork.
• Coordinate with stakeholders to resolve delays and keep advisors updated.
• Prepopulate forms and submit to clients via tools like DocuSign.
• Apply product and administrative processes to non-license requests.

Skills

Client-facing experience

Communication skills

Bilingual English/French

Organizational skills

Sales support experience

Education

Post-secondary education in finance or related discipline

Tools

Salesforce

DocuSign

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 assignmentMaintain existing processes for tracking business and handling paperwork within 48-hour SLAAccountable for timely follow ups with other financial institutions on consolidation related activityResponsible for accurately tracking completed sales activities for advisors within SalesforceMaintain integrity of notes and tools used to track work activity, work intake and follow upsAssist advisors with client facing requests for administrative/service-related inquiries such as: non-financial account updates, missing paperwork for file completion etcFacilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSignApply legislative, product and administrative processes knowledge when working with the client on non-license related requests that are not in good orderInvestigating client issues and delays on advisor's behalf with related business partners to come to timely resolution for clientsIdentify and implement suggestions to systematize and improve processes/workflowsProactively staying abreast of changes in legislation, product, and administrative processesRequired Qualifications:Minimum 2 years of client facing and/or customer service experiencePreferred Qualifications:Post-Secondary education in finance, business or related discipline preferredProven ability to multi-task, show initiative and problem solveStrong communication, interpersonal, and relationship building skillsAbility to work in a fast-paced environment and manage multiple priorities simultaneouslyExperience in an advisory administrative role and/or retail product experience and/or retirement operations environment is an asseBilingualism (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 HancockManulife 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 EmployerAt 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 LocationMontreal, QuebecWorking ArrangementHybridSalary range is expected to be between$45,900.00 CAD - $76,500.00 CADEmployees 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 .