Data Implementation Specialist

Manulife • Boston, MA

4d • $61,875 - $103,125 • Hybrid

About The Position

This role represents an opportunity to be at the forefront of transformation, innovation and service excellence for our U.S. Retirement business. You will help to shape a new retirement recordkeeping and trust operations ecosystem including the complimentary tenets of people, process, technology, and data. You will be instrumental in evolving a new culture focused on efficiently servicing, transforming, and growing our U.S. Retirement business while maintaining our reputation for service excellence.

Requirements

• Firm understanding of U.S. Retirement marketplace and Plan Provider Services including recordkeeping and trust operations and the surrounding ecosystem including Advisor, Sponsor, Participant and TPA channels including digital, web, mobile and via business to business and participant Contact Centers.
• Flexibility, adaptability, agility, and the capability to innovate, adapt and evolve while working through ambiguities associated with new processes, new systems and new products.
• Strong sense of process ownership and successful client outcomes.
• Experience in the U.S. marketplace as with Implementation, Payroll Operations or Client Service experience.
• Broad understanding of onboarding and servicing US Retirement clients.
• Project Management experience.
• Accountability: Manages own performance, priorities, and outcome. Takes personal accountability when acting on all customer requests or issues.
• Client/customer facing experience required.
• Outstanding oral and written communication skills and interpersonal skills.
• Ability to adapt to technology.
• Strong analytical/problem solving skills.
• Demonstrate ability to work in a team environment.
• Ability to work effectively within geographically dispersed team, leverage knowledge across the organization.

Nice To Haves

• Experience with Microsoft Word, Excel, Decisions workflow, Salesforce preferred.
• Experience working with the FIS Omni Recordkeeping platform including the business to business and business to customer scope of services (highly desirable).

Responsibilities

• Manage relationship with the prior record keeper as it pertains to data transfer and the integrity of submitted files during implementation.
• Understand and identify missing information and how the required data is key to plan setup and effective product delivery.
• Negotiate and influence providers to send required data to support administrative, compliance, and customer experience record-keeping needs.
• Manage internal relationships during conversion.
• Participate in conversion project team meetings.
• Complete tasks essential to the implementation setup process and effectively elevating issues and problems to the Plan Implementation Manager, following up on outstanding items, discrepancies and significant issues while supporting multiple implementation projects.
• Review raw data sets received from a variety of parties and be able to integrate, analyze and manipulate data to confirm data integrity and data gaps as it relates to conversion data requirements and successful on-going plan administration in the bundled plan environment.
• Work in an environment where on-going product development is in process, contributing to and identifying opportunities for process improvements, assisting in establishing procedures and protocols that are not yet defined, detecting trends and patterns and escalating issues to management thereby contributing to departmental goals and initiatives.
• Contribute to systems and process improvement of the department by identifying barriers and providing input solutions.

Benefits

• 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.
• various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
• full range of statutory leaves of absence.

What This Job Offers

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