Service Relationship Specialist supporting Manulife’s group benefits clients and partners. Managing escalations, reports, presentations, plan administration, and adoption of digital group benefits tools.
About the role
- Student Branch Coordinator supporting client documentation, databases, reporting, and process automation. Developing business, finance, and accounting skills within Canadian financial services.
Responsibilities
- Process and organize confidential client documentation related to non-financial account updates and account redemptions
- Ensure accuracy and compliance of client documentation
- Analyze and resolve complex situations using judgment and escalation channels
- Communicate with clients and team members by telephone, email, and collaboration platforms
- Support advisors and associates on projects using Microsoft Teams and SharePoint
- Maintain client databases and generate Assets Under Administration reports using Microsoft Excel
- Ensure data integrity and accessibility
- Use Robotic Process Automation tools and macros to automate repetitive tasks
- Maintain knowledge of financial products, including RRSPs, TFSAs, mutual funds, and GICs
- Document processes and identify optimization opportunities
- Support onboarding and training of new team members
Requirements
- Currently enrolled in an undergraduate or graduate program in business, finance, accounting, or a related field
- Strong time management skills and ability to manage multiple priorities
- Excellent verbal and written communication skills
- Strong organizational skills
- Strong analytical and problem-solving abilities
- Familiarity with SharePoint and collaborative work environments
- Interest in developing knowledge of the financial services industry
- Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams
- Advanced French proficiency required for daily verbal and written communication with unilingual French-speaking clients
- Advanced English proficiency required for daily verbal and written communication with English-speaking external and internal partners and clients across Canada
Benefits
- Hybrid work environment with flexibility and access to innovative workspaces
- Internal training
- Mentoring
- Involvement in real projects
- Flexible schedules adapted to studies
- Healthy, safe, fair, and inclusive work environment
- Learning and development opportunities
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