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Client Service Administrator

Société Financière Manuvie

C'est un Contrat job à Montreal, QC publiée le janvier 8, 2021.

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

The Institutional Client Service Administrator, reporting directly to the Head of Client Service and Sales Support Canada, will work directly with the Canadian Client Service, Sales and Relationship Management teams with the goal of delivering a level of service that will exceed our prospect and client’s expectations. This is a multi-faceted role that involves administrative support of distribution activities, managing projects to support prospect development and client servicing and acting as a coordinator with various internal and external parties to achieve objectives. The Client Service Administrator will work alongside counterparts in multiple geographies to support the day-to-day activities of the Distribution team which include but are not limited to coordinating meetings, assisting in event planning, as well as ad hoc requests.  

Responsibilities:

DISTRIBUTION SUPPORT

  • Proactively manage the execution of sales efforts with the Distribution team throughout the sales process. This involves managing various internal work flows on behalf of Distribution team members and serving as back-up in their absence.

  • Assist in the documentation and maintenance of accurate records in the firm’s client relationship management system, Salesforce. This may also include assisting in the roll out and training process of new enhancement initiatives and testing functionality to ensure it meets business requirements.

  • Prepare client lists by target interest areas for Marketing events and promotions through both Salesforce reports and coordination with Relationship Managers and other Distribution team members.

  • Coordinate and attend sales and relationship management events both firm-sponsored and externally sponsored.  Use strong client-facing skills to interact with clients at events.

  • Assist in the coordination of marketing materials and tailoring them to the needs of the audience in order to effectively represent Manulife Investment Management’s capabilities.

  • Adhere to all compliance guidelines including the use of pre-approved and custom marketing materials. 

  • Directly interact with the investment teams to prepare them for meetings, ensuring coordination of both Portfolio Management and Distribution teams.

  • Analyze business processes and collaborate with Distribution team members and management to identify opportunities to streamline processes and measure results of activities.

  • Partner with the Distribution team to develop new and build upon existing relationships within the territory. This includes developing and implementing business plans around focus firms and identifying business opportunities. 

ADMINSTRATIVE SUPPORT

  • Directly interact with key personnel across Manulife Investment Management as well as our prospects, consultants and clients in a highly professional manner.

  • Arrange conference rooms, catering and technical set-up (VC and audio) for large and small internal and external meetings in accordance with company policies.

  • Organize and attend meetings and act as recorder of the proceedings.  Coordinate follow-up actions as required.

  • Make travel arrangements for department staff and process related expenses reports as required.

  • Track expenses and invoices and ensure payments are coded to the appropriate account as required.

  • Calendar management of members of the Distribution team as required.

  • Schedule team meetings for department personnel.

EVENT PLANNING:

  • Coordinate all logistics of client meetings to ensure the prospect, client and/or consultant has a positive experience while visiting the organization.

  • Manage key events and conferences from planning to execution. This involves the coordination of internal and external service providers, presenters and meeting attendees to ensure the event is successful. Maintain a presence during assigned events to address planned and unplanned needs of the event owners and guests.

OFFICE MANAGEMENT:

  • Assist in the effective onboarding and offboarding process of team members. This includes the set-up of technology needs, training of required software and applications, review of internal procedures and policies, introductions to colleagues, presentation of investment and organizational overview materials, serving as a key resource for all questions and issues.

  • Ensure effective processes are in place for maintaining, filing, updating and access of team policies/manuals.

OTHER DUTIES

  • Lead and/or participate in projects that impact team engagement as required.

  • Increase efficiencies by partnering with key stakeholders in other areas such as Marketing, Portfolio Specialists, Investment teams, Compliance, etc.

Qualifications:

  • Bachelor’s degree required. Preferably in business, finance, marketing, economics or related discipline.

  • 3 to 5 years’ of industry experience in a similar role.

  • Fluency writing, reading and speaking in French is required.

  • Institutional asset management experience is preferred.

  • Client focused and enthusiastic team player with the ability to foster and maintain positive relationships with senior management, external clients and vendors. 

  • Highly motivated and driven, able to work with minimal supervision.

  • Possess excellent presentation, interpersonal, analytical and organizational skills. 

  • Ability to manage a wide range of tasks, being attentive, responsive and efficient in a fast-paced environment. 

  • Effectively implement processes and procedures to maximize productivity and efficiency.

  • Excellent organization, project management and time management skills in order to meet competing demands.

  • Strong problem solving skills.

  • Excellent PC skills; experience in Microsoft Office Suite (including Word, Excel, PowerPoint).

  • Knowledge of Salesforce.com is preferred.

If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of March 31, 2020, we had $1.2 trillion (US$0.8 trillion) in assets under management and administration, and in the previous 12 months we made $30.4 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges and under ‘945’ in Hong Kong.

 

Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.