Shareholder Services Specialist
Manulife•Toronto, ON
•$55,125 - $91,875•Hybrid
About The Position
Reporting to the Director, Shareholder Services, the Shareholder Services Specialist is a dedicated, customer-facing role responsible for the delivery of high-quality shareholder services for Manulife’s global shareholder base. This role requires a unique combination of advanced communication skills, sound judgment, and the ability to resolve complex or sensitive shareholder matters. The Specialist plays a critical role in building trust, resolving issues efficiently, and reinforcing Manulife’s customer-first culture.
Requirements
- 3-5 years of experience in a customer-facing role, preferably within a financial services environment.
- Demonstrated ability to manage sensitive, complex, and emotionally charged matters.
- Excellent written and verbal communication skills.
- Strong organizational skills, attention to detail, and ability to manage competing deadlines.
- Advanced proficiency in Microsoft Office applications.
Nice To Haves
- Post-secondary education in business, finance, law, or a related field, or equivalent experience
- Securities industry knowledge considered an asset
- Bilingual English/French preferred
Responsibilities
- Serve as a primary point of contact for shareholder inquiries, providing timely, accurate, and professional responses.
- Manage complex and escalated shareholder matters requiring nuanced judgment and effective communications skills.
- Oversee day-to-day interactions with the Company’s transfer agent, including escalation and resolution oversight.
- Coordinate with internal teams and external capital markets providers across multiple jurisdictions.
- Support the planning and execution of the annual meeting of shareholders and policyholders.
- Manage confidential shareholder correspondence and historical shareholder records.
- Prepare and maintain tracking, reporting, and procedural documentation related to the Shareholder Services Department
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 days
- sick days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
