Investment Specialist providing wealth management and investment support remotely at BMO. Focused on delivering client - centric advice and building strong relationships while working from home.
About the role
- Contract Services Specialist at Manulife providing transaction processing support and excellent service to clients. Collaborating across teams and improving service efficiency while managing client inquiries.
Responsibilities
- Review or process received transactions accurately and timely
- Provide excellent service to internal and external clients via email, phone, or mail
- Respond to inquiries from clients after conducting appropriate research
- Determine the best way to resolve issues and process necessary transactions
- Collaborate with teams in various offices to manage changing volumes
- Contribute to improving service efficiency by suggesting process enhancements
- Communicate confidently with clients, plan sponsors, agents, and brokers
- Manage all requests proactively
Requirements
- College diploma or equivalent experience
- Bilingual (French & English) required
- Strong decision-making and interpersonal skills
- Excellent oral and written communication skills
- Ability to work independently and manage multiple tasks
- Highly organized and detail-oriented
- Adaptability to fast-paced environments
- Strong customer service orientation
- Proactive and self-motivated
Benefits
- health, dental, mental health, vision insurance
- short- and long-term disability insurance
- life and AD&D insurance coverage
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (pension and global share ownership plan)
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal, and sick days
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