Wealth Ops Specialist - Hybrid, Growth

Manulife; Manila; Hybrid; PHP 450,000 - 750,000; Full time

Job summary

Manulife Manila is seeking a detail-focused professional to process routine transactions and maintain accurate records, interacting with distribution channels and clients.

You will collaborate with Contact Centre, Advisory Support Managers, and vendors to resolve escalations, communicate with partners to ensure timely processing, and support documentation of processes while applying analytical skills to semi-complex issues.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics or related field.
• 2–3 years relevant professional experience preferably in Investment/Wealth, Securities or similar industry; BPO/Shared Service experience is a plus due to collaboration with multi-national teams.
• Advanced proficiency in MS Office Suite, Outlook and Teams.
• Excellent communication 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

Responsibilities

• Process routine and standard transactions accurately.
• Maintain 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.
• Identify and solve most basic and some complex problems based on an understanding of the customer’s needs, using investigation and established guidelines.
• Recognizes the need to escape 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.

Skills

MS Office

Outlook

Teams

English proficiency

Client-centric mindset

Analytical skills

Interpersonal skills

Time management

Education

Bachelor’s degree in Business Administration

Finance

Economics

Tools

MS Office Suite

Outlook

Teams

Job description

Manulife Manila is seeking a detail-focused professional to process routine transactions and maintain accurate records, interacting with distribution channels and clients.

You will collaborate with Contact Centre, Advisory Support Managers, and vendors to resolve escalations, communicate with partners to ensure timely processing, and support documentation of processes while applying analytical skills to semi-complex issues.