Remote Financial Services Customer Advocate

John Hancock; Massachusetts; On-site; USD 37,000 - 58,000; Full time

Job summary

John Hancock is seeking a Customer Service Representative for its Mutual Funds team. This full-time remote role supports policyholders, agents, and collaborators through inbound calls, email, and chat, delivering accurate information and timely responses.

You will stay current on products and regulations, navigate multiple systems, and collaborate with teammates to resolve complex inquiries with empathy and professionalism.

Qualifications

• Proven experience in a fast-paced customer service environment.
• Strong technical skills and ability to navigate multiple computer systems and software applications.
• Dedication to meet customer needs with timely, accurate responses and a positive attitude.

Responsibilities

• Provide exceptional customer service to policyholders, agents, and collaborators via inbound calls, email, and chat.
• Handle a high volume of inquiries and analyze problems to deliver proactive solutions.
• Record customer interactions accurately using advanced technology and software systems.
• Demonstrate emotional intelligence to build relationships with customers and advisors.
• Stay updated on products, services, and industry regulations to assist customers and support financial goals.
• Collaborate with team members and other departments to resolve complex issues.

Skills

Customer service experience

Technical skills

Multi-system navigation

Team collaboration

Problem resolution

Adaptability

Financial services knowledge

Job description

John Hancock is seeking a Customer Service Representative for its Mutual Funds team. This full-time remote role supports policyholders, agents, and collaborators through inbound calls, email, and chat, delivering accurate information and timely responses.

You will stay current on products and regulations, navigate multiple systems, and collaborate with teammates to resolve complex inquiries with empathy and professionalism.