Bilingual Service Associate focused on transaction processing and quality control for Manulife. Contributing to operational improvements and supporting financial transactions for clients.
Responsibilities
Process and report on mutual fund financial and non-financial transactions
Communicate with advisors and dealerships regarding transactions that are not in good order
Perform quality control checks for routine transaction types
Complete daily bulk settlement and payment activities
Identify and escalate exceptions promptly
Support resolution of escalated cases in collaboration with business partners
Handle increasingly complex client service requests within defined service standards
Recommend improvements to operational processes and practices
Contribute to a collaborative team environment and maintain strong customer relationships
Provide support for control-related activities (e.g., Unclaimed Property, Locked-in reporting, Short-Term Trading etc.)
Requirements
Financial services experience
Strong customer service mindset
Ability to work independently and within a team with minimal supervision
Analytical and problem-solving skills with a focus on ownership and resolution
Bilingual (French & English) is required
Previous experience in mutual fund processing is an asset
Knowledge of mutual fund industry policies and procedures is an asset
Strong organizational and prioritization skills in a fast-paced environment
High attention to detail and ability to adapt to changing priorities
Quick learner with strong collaboration skills
Availability for overtime during peak periods (e.g., RSP season)
Benefits
Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short-term disability insurance
Long-term disability insurance
Life insurance
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans (including pension)
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Paid time off including holidays, vacation, personal, and sick days
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