Bilingual Investments Processing Service Associate

Manulife

3d • Remote

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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

Responsibilities

• 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.

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 and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• paid holidays
• vacation
• personal
• sick days
• full range of statutory leaves of absence

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed