The Investment Processing Services team in Manulife Investments provides investors with quality operational services. These include the processing of financial and non-financial transactions, including trade acceptance, placement and settlement and preparing outbound phone/fax/mail communication to advisors and dealers. Our strong focus on customer service is reflected in our vision: to be an industry service leader by exceeding customer expectations through the strength of our people and technology.
Accurately handle increasingly complex client service requests at initial point of contact utilizing multiple administrative systems within the defined service standards.
Dedication to maintaining the outlined service levels and quality and productivity standards is required and will be used to measure success.
Keep current with company policies, procedures and maintain processing knowledge.
Support to other business areas such as Call Centre, Distributor Services and Technical Support is required at this level.
Customer service focus and skills with the ability to build positive relationships between customers/company and represent Manulife's best interests.
Organizational/prioritization skills to be able to work in a multitasking environment.
Attention to detail.
Ability to work overtime consistently as required by business needs.
Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
Investments background (Segregated Funds is a strong asset).
Customer service skills.
P/C Microsoft as well as iFast and AWD would be an asset.
Maintaining processing expertise, knowledge and keeping current with our systems and products in our rapidly changing environment.
Dealing with multiple cases simultaneously in a timely manner.
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.
Remote
Salary range is expected to be between $45,900.00 CAD - $76,500.00 CAD.
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.
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.