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Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go.
Position Responsibilities:
Involve in product planning and regular product assessments. A key driver to materialize product ideas into compelling investment products.
To be an advocate of revenue maximizer throughout the product generation process.
Perform administration for key accounts including the following: new account setup, client recordkeeping, client reporting, client billing, terminations and account maintenance.
Ensure efficient workflow between the various business functions to ensure accurate recording of client data through all stages of processing.
To handle investment communication for members and employers.
Work with vendors including external managers/administrators/custodians to support and strengthen managed accounts operations.
Coordinate larger projects and implementations within the group.
Play a key role in contributing to the growth and development of our relationships
Act as an advocate for the clients by participating in departmental and divisional projects which impact clients
Act as a liaison between clients and Marketing to create and deliver marketing tools to support our programs. creation and implementation of value add programs to support clients
Participates in team initiatives
Required Qualifications:
University Degree
5+ years’ experience working in client manager roles
Thorough understanding of business models, distribution channels, products and systems
Proven project management skills with the ability to organize, prioritize and ensure deadlines are met
Strong analytical skills with the ability to define and solve problems quickly
Very strong relationship building skills with excellent presentation, verbal and written communication skills
Excellent team player yet able to work independently and make effective decisions
Ability to assess issues and react quickly in a fast-paced, growing environment
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.
We are committed to creating a workplace that offers unlimited opportunities for employees to realize their career goals. Whether it’s working abroad, exploring a new career direction or simply progressing in their chosen field, we help our employees reach their full potential.
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