Bilingual Investments Processing Service Associate

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $45.9k - $76.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Manulife is a multinational Canadian financial services company focused on insurance and wealth management. It describes itself as making decisions easier and lives better through life and health protection, retirement and investment solutions, and a global footprint including brands such as John Hancock in the U. S. ; the company emphasizes digital innovation, AI, sustainability and inclusive growth while offering career and customer services worldwide.

📋 Description

• Handle increasingly complex client service requests accurately at the initial point of contact • Utilize multiple administrative systems within defined service standards • Maintain outlined service levels, quality standards, and productivity standards • Keep current with company policies and procedures • Maintain processing knowledge • Support business areas including Call Centre, Distributor Services, and Technical Support • Process financial and non-financial investment transactions, including trade acceptance, placement, and settlement • Prepare outbound phone, fax, and mail communications to advisors and dealers

🎯 Requirements

• Customer service focus and skills • Ability to build positive relationships between customers/company and represent Manulife’s best interests • Organizational and prioritization skills for a multitasking environment • Attention to detail • Ability to work overtime consistently as required by business needs • Fully bilingual in French and English • Ability to communicate in English and French to support clients from various jurisdictions outside Quebec • Investments background, with Segregated Funds as a strong asset (preferred) • Customer service skills (preferred) • Microsoft P/C, iFast, and AWD experience (preferred) • Maintaining processing expertise and current knowledge of systems and products (preferred) • Ability to deal with multiple cases simultaneously in a timely manner (preferred)

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • Health insurance • Dental coverage • Mental health benefits • Vision coverage • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans • Pension • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Paid holidays • Vacation • Personal days • Sick days • Statutory leaves of absence • Flexible environment supporting well-being and inclusion • Learning and career growth support