Bilingual Investments Processing Service Associate

Job summary

The associate will process financial and non-financial transactions while handling complex client service requests at the initial point of contact. They are also responsible for maintaining processing knowledge and supporting other business areas such as the Call Centre and Technical Support.

Job details

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. Position 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. Required Qualifications: 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. Preferred Qualifications: 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 When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. #LI-REMOTE The role being advertised is an existing vacancy. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html. Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com. Referenced Salary Location CAN, Quebec - Full Time Remote Working Arrangement Remote Salary range is expected to be between $45,900.00 CAD - $76,500.00 CAD Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location. Manulife offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

What you’ll do

The associate will process financial and non-financial transactions while handling complex client service requests at the initial point of contact. They are also responsible for maintaining processing knowledge and supporting other business areas such as the Call Centre and Technical Support.

Requirements

Candidates must be fully bilingual in English and French and possess strong customer service and organizational skills. Proficiency in Microsoft Office and the ability to work in a multitasking environment with attention to detail are required.

Benefits

• Health insurance • Dental insurance • Mental health support • Vision insurance • Short-term disability • Long-term disability • Life insurance • AD&D insurance • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans • Pension • Global share ownership plan • Paid time off • Holidays • Vacation • Personal days • Sick days

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• Communication · Preferred
• Multitasking · Preferred
• Microsoft Office · Preferred
• Prioritization · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Financial transaction processing
• Trade settlement
• Bilingualism
• Attention to detail
• Multitasking
• Organizational skills
• Prioritization
• Segregated funds
• Microsoft Office
• iFast
• AWD
• Communication
• Problem solving
• Data entry
• Workplace Inclusivity
• Time Off Management
• Bilingual (French/English)
• Information Gathering
• Service Standards
• Artificial Intelligence
• Mental Health
• Investments
• Customer Service
• Financial Education
• Settlement
• International Finance
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Investment Services Associate
• Brokerage Clerk
• Statistical, Finance and Insurance Clerks
• Brokerage Clerks