Middle Office Onboarding Specialist

Manulife Insurance Malaysia; Quezon City; Hybrid; PHP 800,000 - 1,200,000; Full time

Benefits offered by this job

Hybrid work model

On-site 3 days a week

Job summary

Manulife Insurance Malaysia is seeking a Middle Office Onboarding Specialist in the Philippines to manage end-to-end onboarding for fund and retirement products. The role includes account setup, documentation, data validation, and trade processing support.

You will coordinate with internal teams, clients, and external partners, ensure KYC/AML compliance, and drive process improvements through automation while supporting a 3-day on-site requirement at UP Ayala Technohub, Quezon City or Newtown

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Economics or related field.
• 3–5 years experience in Onboarding, Middle office, or Investment Operations.
• Knowledge of fund onboarding, 401k/defined contribution, or trade lifecycle.
• Strong analytical, data management, and problem-solving skills.
• Experience working with financial systems and data platforms.
• Strong communication and stakeholder management skills.

Responsibilities

• Perform end-to-end onboarding and implementation activities.
• Coordinate with internal teams, clients, and external partners for account setup and documentation.
• Ensure compliance with KYC/AML and regulatory requirements.
• Manage documentation, onboarding workflows, and client communications.
• Execute system setup and validate data integrity across platforms.
• Analyze datasets, reconcile discrepancies, and support data conversions.
• Identify operational issues and implement process improvements.
• Handle escalations and manage complex, high-priority cases.
• Drive continuous improvement and AI/automation adoption to optimize workflows.

Skills

Analytical thinking

Data management

Problem solving

Communication

Stakeholder management

Night shift readiness

Education

Bachelor’s degree in Business, Finance, Accounting, Economics or related field

Tools

MS Office (Excel advanced)

Power BI

Power Apps

Bloomberg

Aladdin

SimCorp

Job description

We are hiring for Middle Office Onboarding Specialist responsible for end-to-end onboarding and implementation across fund and retirement products, including account setup, documentation, data validation, trade processing support, and stakeholder coordination.Key Responsibilities:Perform end-to-end onboarding and implementation activities.Coordinate with internal teams, clients, and external partners for account setup and documentation.Ensure compliance with KYC/AML and regulatory requirements.Manage documentation, onboarding workflows, and client communications.Execute system setup and validate data integrity across platforms.Analyze datasets, reconcile discrepancies, and support data conversions.Identify operational issues and implement process improvements.Handle escalations and manage complex, high-priority cases.Drive continuous improvement, new tools adoption, utilize AI and automation solutions to optimize workflows, reduce manual intervention, and support the development of scalable, efficient operating models.QualificationsBachelor’s degree in Business, Finance, Accounting, Economics or related field.3–5 years experience in Onboarding, Middle office, or Investment Operations.Knowledge of fund onboarding, 401k/defined contribution, or trade lifecycle.Strong analytical, data management, and problem-solving skills.Experience working with financial systems and data platforms.Strong communication and stakeholder management skills.Willingness to work on a night shift schedule with flexibility to adjust working hours based on business and operational requirements.Applicants should be committed to comply to 3-day work on site requirement.Applicants should be willing to report to Manulife Offices in UP Ayala Technohub in Quezon City or Newtown Mactan, Lapu-Lapu, Cebu City.Technical SkillsPreferred knowledge in MS Office (Excel advanced), data tools (e.g. Power Bi, Power Apps), and financial systems (e.g., Bloomberg, Aladdin, SimCorp).Familiarity with custodians, brokers, and payroll/data providers (Fidelity, Principal, The Standard, MassMutual, ING,etc.) and knowledge of payroll providers such as ADP, Ceridian, Paychex.Knowledge of trade lifecycle, reconciliation, settlements.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 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