Manulife Wealth Middle Office Analyst

Manulife; Quezon City; Hybrid; PHP 420,000 - 660,000; Full time

Job summary

Manulife is seeking a capable Transactions Associate in Metro Manila under a hybrid work arrangement. You will process routine transactions, maintain accurate records, and partner with the Contact Centre, Advisory Support Managers and vendors to resolve escalated issues.

You will communicate with internal and external partners to ensure timely processing, assist with documenting processes, and resolve semi-complex problems using established guidelines.

Qualifications

• Bachelor's degree in Business Administration, Finance, Economics or related field.
• 2–3 years' relevant experience in Investment/Wealth or similar industry; BPO/shared services is a plus.
• Advanced proficiency in MS Office, Outlook and Teams.
• Excellent English communication (verbal and written).
• Client-centric exposure and strong analytical/problem solving skills.
• Exposure to Investment and Wealth Products and interaction with multiple business units.

Responsibilities

• Process routine and standard transactions.
• Maintain accurate transaction records for interactions with distribution channels and clients.
• Collaborate with Contact Centre, Advisory Support Managers and vendors for escalated issues.
• Communicate with internal and external partners to ensure timely processing of requests.
• Assist with documenting internal and external processes.
• Identify solutions using customer needs and established guidelines; escalate complex cases as needed.
• Prioritize tasks to handle fluctuating or unplanned work.
• Understand implications of actions and make decisions on semi-complex issues.

Skills

Communication

Analytical thinking

Time management

Interpersonal skills

Client-centric

Education

Bachelor's degree in Business Administration or Finance

Tools

MS Office Suite

Outlook

Teams

Job description

Position Responsibilities

• Processing all routine and standard transactions
• Maintains 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 resolution
• Communicate with internal and external partners to ensure requests and transactions are processed in a timely manner
• Assist with the documentation of internal and external processes
• Identifies and solves most basic and some complex problems based on an understanding of the customer’s needs, using investigation and established guidelines
• Recognizes the need to elevate complex cases
• Prioritizes departmental work to accommodate fluctuating or unplanned work
• Understands 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 course
• At 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 teams
• Advance Proficiency in MS Office Suite, Outlook and Teams
• Excellent communications skills (verbal and written) in English
• Client-centric exposure
• Analytical, research and problem solving skills
• Exposure and understanding of Investment and Wealth Products
• Interpersonal skills to interact with, establish relationships with the Business Units.
• Time management skills with the ability to be flexible to changing

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.

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].

Working Arrangement

Hybrid