21 Oct
|
Manulife/John Hancock
|
Montreal
21 Oct
Manulife/John Hancock
Montreal
The GRIP - Group Retirement Income Plan Team is looking for a dynamic, dedicated, and self-motivated addition to our team who strives to meet Client and Customer Service expectations. An key part of the GRIP processing team, our Client Account Representatives are responsible for processing member level transactions mainly for the GRIP products. In this role, you will fulfill varied tasks as requested, to help ensure service excellence to our Group Retirement Services clients. This role is very administrative in nature, requiring keen attention to detail, ability to respond to changing priorities, and very strong communication, time management, and organizational skills.
Position Responsibilities
- Process financial and non-financial transactions for market related retirement savings plans in accordance with legislation, plan rules and instructions under the applicable policies
- Gatekeep shared email inboxes as needed, with accuracy and efficiency
- Support team members by following internal processes to request specialized reporting as needed
- Take ownership of members' requests and provide information, explanations on policy related enquiries within prescribed deadlines
- Exercise judgement in the selection and interpretation of data
- Learn and effectively execute various tasks performed within the team to support high volume periods
- Provide high-quality service to our internal and external clients through accurate and timely fulfillment of requests
- Identify opportunities to gain efficiencies in internal processes
- Strict adherence to our privacy and confidentiality guidelines
- Commitment to supporting our organization's Equity, Diversity, and Inclusion efforts
- Develop and maintain a high level of knowledge on pension legislation,
administrative matters, and technologies
Required Qualifications
- University Degree or College Diploma completion in a related field
- Proficiency in the Microsoft Excel and Word
Preferred Qualifications
- Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.
- Confidence and professionalism in interactions with internal and external customers
- Excellent written and verbal communication skills in both English and French
- Ability to responsibly manage sensitive information
- Understanding of Group Retirements Services, pension legislation, Manulife systems and applications such as AWD and MPS is an asset
- Accounting & Financial foundation is an asset
- Comfortable working in a remote virtual environment with team members around the globe
- Ability to multi-task and respond quickly to changing priorities
When you join our team
We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. #LI-HYBRID The role being advertised is an existing vacancy. Joining us means you’ll be empowered to learn and grow your career.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognition. Recent awards include: 2026 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2025 Financial Times World’s Best Employers Asia-Pacific 2026 We’ve been recognized as one of Canada’s Top 100 Employers 2026 #1 Life Insurer for AI Maturity by Evident 2026 Our ambition is to be the number one choice for customers. Learn more at https://www.manulife.com/.
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, di
📌 Bilingual Client (Montreal)
🏢 Manulife/John Hancock
📍 Montreal