Client Service Associate

The Client Service Associate is accountable for providing support to the Relationship Managers in handling day-to-day client requests and enquiries. The incumbent will collaborate with relevant internal teams as appropriate to process client requests and resolve client inquiries ensuring accuracy, timeliness, and completeness to foster a positive client experience.

The role will report to the Director of Global Client Engagement. The incumbent will contribute to the development and growth of the business by supporting the institutional relationship management team in providing high quality service to institutional clients for a positive client experience.

Responsibilities

• Develop a deeper understanding of clients and their needs to ensure they are being adequately met

• Input and monitor client trade requests to ensure they are processed accurately and in a timely fashion to minimize exposure to financial and reputational risks

• Collaborate with relevant internal teams to ensure delivery of timely, accurate and relevant information to clients including periodic reporting on investment mandates, financial, compliance and regulatory reports and disclosures, completion of due diligence questionnaires (DDQs), request for information (RFIs), audit confirmations and other ad-hoc data requests.

• Assist with on-boarding of new client mandates including review of documentation for completeness, working with relevant internal teams to complete on-boarding steps, and set up client accounts as appropriate.

• Coordinate production and review of presentation materials for client meetings to ensure timeliness and accuracy

• Guide clients as needed towards increased adoption of digital tools to improve efficiency and minimize risks contributing to the organization moving towards becoming a digital customer leader

Qualifications

• Post-secondary/Undergraduate degree in business, finance, economics or other business-related disciplines.

• 3 to 5 years of relevant experience within the financial services industry, particularly investment management.

• Well-developed computer skills and knowledge of Microsoft Office tools. Experience with Salesforce CRM will be an asset.

• Good communication, writing and interpersonal skills.

• Ability to work independently and manage multiple priorities as may be needed

• Self-motivated, goal-oriented and results-driven.

• Great team player with the ability to collaborate with others.

• Enrolment in the CFA program or Canadian Securities Course will be an asset.

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

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 recruitment@manulife.com.

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.