Manulife Wealth Middle Office Analyst

Manulife/John Hancock; Quezon City; Hybrid; PHP 480,000 - 720,000; Full time

Benefits offered by this job

Hybrid work arrangement

Career development opportunities

Job summary

Manulife/John Hancock in the Philippines is seeking a capable Operations Associate to process routine transactions and maintain accurate records across distribution channels.

You will partner with Contact Centre, Advisory Support Managers, and vendors to resolve escalations, document processes, and support customers with timely service. A 2–3 year background in investment/wealth products and strong English communication are required.

Qualifications

• Bachelor's degree required in Business Administration, Finance, Economics or related field.
• 2–3 years' experience in Investment/Wealth/Securities or similar; BPO/Shared Service experience is a plus.
• Strong MS Office skills and proficiency with Outlook/Teams; excellent English communication.

Responsibilities

• Process routine transactions with accuracy and timeliness.
• Maintain records and collaborate with distribution channels/clients.
• Escalate issues with Contact Centre, Advisory Support Managers, and Vendors as needed.
• Assist in documenting internal/external processes.
• Identify basic to semi-complex problems and apply guidelines to resolve them.

Skills

Communication skills

Analytical thinking

Problem solving

Interpersonal skills

Time management

Client-centric exposure

Education

Bachelor's degree in Business Administration, Finance, Economics or related

Tools

MS Office Suite

Outlook

Teams

Job description

Position Responsibilities:Processing all routine and standard transactionsMaintains accurate records of transactions to interact effectively with distribution channels and/or clients.Partner with Contact Centre, Advisory Support Managers, and Vendor (FCC) for escalated issue resolutionCommunicate with internal and external partners to ensure requests and transactions are processed in a timely mannerAssist with the documentation of internal and external processesIdentifies and solves most basic and some complex problems based on an understanding of the customer’s needs, using investigation and established guidelinesRecognizes the need to escalate complex casesPrioritizes departmental work to accommodate fluctuating or unplanned workUnderstands the implications of action or inaction and makes appropriate decisions on semi- complex issues.Required Qualifications:Bachelor's degree in Business Administration, Finance, Economics or any related courseAt least 2-3 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry. BPO/Shared Service experience would be an asset due to our collaboration with multi-national teamsAdvance Proficiency in MS Office Suite, Outlook and TeamsExcellent communications skills (verbal and written) in EnglishClient-centric exposureAnalytical, research and problem solving skillsExposure and understanding of Investment and Wealth ProductsInterpersonal skills to interact with, establish relationships with the Business Units.Time management skills with the ability to be flexible to changingWhen 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.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] .Working ArrangementHybrid