Client Service Associate

As a Client Service Associate, you will be a key support person for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients.

The Client Service Associate will be an employee of Manulife, having some client-facing responsibilities and administrative support functions for the Advisor’s clients from Manulife Wealth, Group Retirement, Group Benefits, Insurance, Bank and other channels.

Position Responsibilities:

Client Portfolio Administrative Support:

• Assist advisors with client facing requests for administrative/service-related inquiries such as: non-financial account updates, missing paperwork for file completion etc

• Facilitate non-complex form completion by prepopulating paperwork as instructed by the Advisor and submitting it to the client via various tools such as DocuSign

• Apply legislative, product and administrative processes knowledge when working wi...