AI-Driven Onboarding & Operations Specialist

Manulife Insurance Malaysia

Philippines

Hybrid

PHP 800,000 - 1,400,000

Full time

14 days+

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Job summary

Manulife is seeking an Onboarding & Implementation professional to manage end-to-end activities for fund and retirement products. You will coordinate with clients, internal teams, custodians, and external partners to ensure timely account setup and compliant onboarding.

The role emphasizes data validation, system configuration, and driving process improvements through automation and AI-enabled solutions, with hybrid work arrangements and opportunities for global exposure.

Qualifications

Bachelor's degree in Business, Finance, Accounting, Economics, or a related field.
3-5 years of experience in Onboarding, Middle Office, Investment Operations, or related financial services functions.
Knowledge of fund onboarding, retirement plans (401(k)/Defined Contribution), or the investment trade lifecycle.
Strong analytical, problem-solving, and data management skills.
Experience working with financial systems, operational platforms, and large datasets.
Excellent communication and stakeholder management skills.
Willingness to work on a night shift schedule and adapt working hours based on business needs.

Responsibilities

Execute end-to-end onboarding and implementation activities for fund and retirement products.
Coordinate with clients, internal teams, custodians, brokers, and external partners to ensure timely account setup and onboarding completion.
Review and validate documentation while ensuring compliance with KYC/AML and regulatory requirements.
Perform system configuration, data validation, reconciliations, and support data conversions across multiple platforms.
Identify operational risks, resolve complex issues, and drive continuous process improvement through automation and AI-enabled solutions.