Sales Support Associate
About The Position
The Business Initiatives Coordinator is a key support role for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Business Initiatives Coordinator is responsible for supporting the mass market sales teams, including Transition Solutions, by assisting with administrative duties, client facing interactions (phone calls and/or emails) and tasks that an advisor would support without the responsibility of providing advice, processing of transactions or direction to clients. The Business Initiatives Coordinator will work closely with other key stakeholder teams and direct members, as they manage activities related to their assigned work, while ensuring the advisor is kept in the loop, allowing the sales teams to focus on their primary sales duties.
Requirements
- Minimum 2 years of client facing and/or customer service experience
Nice To Haves
- Post-Secondary education in finance, business or related discipline preferred
- Proven ability to multi-task, show initiative and problem solve
- Strong communication, interpersonal, and relationship building skills
- Ability to work in a fast-paced environment and manage multiple priorities simultaneously
- Experience in an advisory administrative role and/or retail product experience and/or retirement operations environment is an asset
- Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.
Responsibilities
- Manage general inbox for workflow assignment
- Maintain existing processes for tracking business and handling paperwork within 48-hour SLA
- Accountable for timely follow ups with other financial institutions on consolidation related activity
- Responsible for accurately tracking completed sales activities for advisors within Salesforce
- Maintain integrity of notes and tools used to track work activity, work intake and follow ups
- Assist advisors with client facing requests for administrative/service-related inquiries such as: non-financial account updates, missing paperwork for file completion etc
- Facilitate non-complex 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
- Investigating client issues and delays on advisor's behalf with related business partners to come to timely resolution for clients
- Identify and implement suggestions to systematize and improve processes/workflows
- Proactively staying abreast of changes in legislation, product, and administrative processes
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
- holidays
- vacation
- personal
- sick days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
