06 Sep
|
Manulife
|
Montreal
Elevate client interactions as a Sales Support Associate at Manulife in Montreal, Quebec. This role combines administrative duties with direct client communication in a hybrid setting. In the Sales Support Associate position, you will provide essential support to wealth advisors, assisting with administrative tasks and managing client-facing inquiries.
You will play a crucial role in the team's efficiency by maintaining workflows and tracking sales activities. Solid communication skills and attention to detail are key for success in this vibrant team environment. Key Responsibilities:
- Manage general inbox for assignment of tasks
- Track business activities and paperwork accurately
- Follow up on tasks related to financial consolidation
- Maintain sales records within Salesforce
- Assist in completing non-complex client forms
Requirements:
- Minimum 2 years in customer service or client-facing roles
- Relevant education in finance or business is a plus
- Strong initiative and problem-solving capabilities
- Exceptional communication and relationship-building skills
- Bilingual proficiency in English and French is advantageous
Embrace the chance to enhance your career at Manulife while supporting a dedicated team of advisors.
📌 Manulife Sales Support Associate Position (Montreal)
🏢 Manulife
📍 Montreal