Client Services Manager

Manulife Insurance Malaysia; Boston (MA); Hybrid; USD 92,000 - 160,000; Full time

Benefits offered by this job

Health

Dental

Vision

Disability insurance

Life/AD&D insurance

401(k) matching

Job summary

Manulife and John Hancock seek an experienced leader to oversee a team of Client Service Representatives and QA professionals supporting self-directed investors and advisory clients. This role blends people leadership with regulatory knowledge, risk management, and operational discipline to deliver exceptional client experiences.

You will lead coaching conversations, monitor performance, and partner with Compliance and Risk teams to ensure FINRA/SEC adherence while guiding change across advisory

Qualifications

• Leads client-facing teams with focus on service excellence and risk controls.
• Experience with brokerage or advisory client support and regulatory standards.
• Strong communication and relationship-building skills.

Responsibilities

• Lead, coach, and develop Client Service Representatives and QA Specialists.
• Ensure timely, accurate support for clients and advisory program participants.
• Oversee QA to meet FINRA/SEC requirements and supervision standards.
• Collaborate with cross-functional partners to improve workflows and reporting.

Skills

Leadership

Client service

Regulatory knowledge

Communication

Risk management

Coaching

FINRA licensing

Education

Bachelor's degree in business/finance

Job description

We are seeking an experienced and forward‑thinking leader to oversee a team of Client Service Representatives and Quality Assurance professionals supporting both self‑directed investors and clients enrolled in ongoing advisory programs. This role operates within a dynamic financial services environment and requires a strong blend of people leadership, service excellence, regulatory knowledge, and operational discipline. The ideal candidate brings deep experience leading client‑facing teams, a passion for developing talent, and a commitment to delivering an exceptional client experience while maintaining strong risk management and supervisory oversight.

Position Responsibilities

• Lead, coach, and develop a team of Client Service Representatives and Quality Assurance Specialists, fostering a culture of accountability, continuous learning, and exceptional performance. Establish clear goals, performance standards, and success metrics aligned to business objectives. Conduct regular coaching sessions, performance reviews, and career development conversations. Flexibility to support product and process initiatives as business develops.
• Ensure timely, accurate, and empathetic support to self‑directed clients and advisory program participants. Monitor service level metrics, call quality, and workflow management to maintain operational excellence. Identify service gaps or emerging issues and implement process improvements to enhance the end‑to‑end client experience. Oversee operational readiness for new initiatives and platforms.
• Oversee the QA program to ensure client interactions meet regulatory, procedural, and quality standards. Partner with Compliance, Supervision, and Risk teams to manage escalations and maintain adherence to FINRA and SEC requirements. Apply supervisory responsibilities associated with the Series 24 license, ensuring proper oversight of registered representatives and adherence to firm policies.
• Collaborate with cross‑functional partners- including Operation, Product, Technology, and Advisor Experience- to resolve issues and improve advisor and client workflows. Lead initiatives to enhance efficiency, reduce errors, and streamline processes supporting advisory and self‑directed channels. Provide insights and report to senior leadership regarding team performance, trends, risks, and opportunities.

Required Qualifications

• Active FINRA licenses: SIE, Series 7, Series 66 (or both Series 63 and 65), Series 24. Or the ability to obtain licensing within a defined period.
• Demonstrated expertise supporting brokerage or advisory clients.
• Strong understanding of FINRA, SEC, and internal supervisory requirements.
• Proven ability to motivate teams, drive performance, and build a positive culture.
• Exceptional communication, problem‑solving, and relationship‑building skills.

Preferred Qualifications

• Minimum 5 years of leadership experience in a client service, contact center, or financial services environment.
• Experience supporting advisory program operations or fee‑based investment platforms.
• Background in quality assurance or service quality program leadership.
• Track record of leading change and driving process improvement initiatives.
• Bachelor’s degree in business, finance, or related field.

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 and John Hancock are 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.

Salary

Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $92,475.00 USD - $160,290.00 USD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training.

Benefits

• health
• dental
• mental health
• vision
• short- and long‑term disability
• life and AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans
• retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.