The opportunity

This role is primarily accountable for processing and communications of moderate to complex client requests both financial and non-financial for one or more Investment product/s with multiple transaction categories.

Dedication to maintaining the outlined service levels and quality and productivity standards is required and will be used to measure success.

Responsibilities

Transaction Processing:
• Accurately handle moderate to complex cases and trade reversal/adjustment utilizing multiple administrative systems within the defined service standard, including but not limited to:
- Regular transaction processing surrounding various requests within New Business and Inforce
- Identify Not-In-Good-Order and make necessary actions
- Manage and respond to inquiries from various internal and external stakeholders
- Conduct further research and investigation on escalated items
- Research and handling of Adhoc tasks
• Identify the need for exception and escalate to appropriate resource for approval
• Keep current with Investment policies, procedures and maintain processing knowledge
• Provide support to the team as required, to participate in a regular program of industry specific training and interdepartmental cross training to ensure continuity of service

Educational Background

Bachelor's degree in Business Administration, Finance, Economics or any related course

Certification

LOMA certification is a plus

Working Experience

• At least 2-4 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry
  
  BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams

Technical Functional Competencies:

Proficient in MS Office Suite, Outlook and Teams
Preferably with experience in Mainframe and/or Form based applications

Core Competencies:

• Strong communications skills (verbal and written) in English
• Strong Attention to Detail
• Equipped with analytical, research and problem solving skills
• Comprehensive knowledge in Investment Products
• Solid interpersonal skills to interact with, establish relationships with the Business Units.
• Able to escalate in the absence of rules and /or in complex situations
• Strong organizational and time management skills with the ability to be flexible to changing environments
• Ability to work independently and willing to collaborate with other team members

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 hr@manulife.com.