Senior Client Service Associate

The Sr. Client Service Associate will be an employee of Manulife, having both client-facing responsibilities and administrative support functions for the Advisor’s clients from Manulife Wealth, Group Retirement, Group Benefits, Insurance, Bank and other channels. This is inclusive, and not limited to, programs such as Succession Planning and staff Loans.

The Sr. Client Service Associate is a key support role for our senior members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients.

Position Responsibilities:

Client Portfolio Administrative Support:

• Directly assist external clients with administrative/service-related inquiries and adhoc requests related to their portfolios such as: non-financial account updates, navigation of secure sites, completion of paperwork as requested by the Advisor

• Facilitate form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSign

• Apply legislative, product and administrative processes knowledge when working with the client on non-license related requests that are not in good order

• Building, collecting, and requesting reports related to the client portfolio management from various sources, such as: KYC, Morningstar, CRM tools etc

Client Relationship and Experience Support:

• Proactively schedule and book meetings between the Advisor and their respective clients, as required based on demand, compliance needs etc

• Validate accuracy and completion of transactions processed by the administrative team related to the client’s request to ensure successful expectation and experience for the client (ex: PAC setups, withdrawal request, Interfund transfer, account set ups etc)

• Build strong relationship with internal partners to collaborate closely on client issues and areas of improvement

• Apply business knowledge to support the Advisor on client investigations and research related to various key components of the client’s portfolio at Manulife (ex: calling Advisory Services for information, verifying and validating DSC fees)

• Work collaboratively with various Manulife partners and collaborators to provide contributed support and information to the Advisor

• Proactively staying abreast of changes in legislation, product, and administrative processes

Required Qualifications:

• 3+ years of experience in a client facing financial role

• Completion of the Canadian Securities Course (CSC) and/or Investment Funds in Canada (IFIC) an asset

Preferred Qualifications:

• Consistent track record to multi-task, show initiative and anticipate needs in a proactive manner

• Strong communication, interpersonal, and relationship building skills

• Strong analytical and problem-solving skills, with the ability to identify and address operational gaps

• Ability to work in a fast-paced environment and handle several priorities simultaneously

• Knowledge of the financial services industry and investment management

Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.

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 recruitment@manulife.com.

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.