[Remote] Client Service Specialist

Note: The job is a remote job and is open to candidates in USA. Manulife is a leading international financial services provider, and they are seeking dynamic candidates for the Premier Case Co-Ordinator team within Relationship Management. The role involves providing outstanding customer service for individual Manulife Investment products, handling inquiries, and resolving queries to enhance the customer experience.

Responsibilities

• Handling of inquiries by phone and/or Email from financial advisors regarding our contracts, Products and procedures
• Providing an outstanding customer experience, accurately and professionally
• Provide comprehensive information to callers, resolving most queries on the first call by researching information on resource systems

Skills

• Knowledge of Manulife Investments Segregated Funds product is a requirement
• Previous Customer Service experience
• Punctuality and Attendance is critical
• Great attitude and high energy
• Empathy
• Always looking for ways to enhance the customer's experience
• Have a desire to make a difference in a customer's experience
• Have a desire to learn and grow in a dynamic global company
• Technical knowledge
• Navigation of software and multiple applications
• Attention to Detail
• Effective Listening Skills
• Ability to understand questions and/or to probe for additional information or clarification to gain understanding
• Questioning and Innovating
• Ability to multi-task
• Ability to learn and apply new knowledge
• Able to work in a very structured environment
• Teamwork and collaboration
• Ability to work in a fast-paced environment
• Able to accept regular coaching feedback and apply improvements suggested
• Background in the financial services industry
• Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF)
• Ability to navigate multiple software applications
• Knowledge of Manulife Investments GIC/GIA and Immediate Annuity products

Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
• Adoption/surrogacy and wellness benefits
• Employee/family assistance plans
• Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• Financial education and counseling resources
• Generous paid time off program in Canada includes holidays, vacation, personal, and sick days
• Full range of statutory leaves of absence

Company Overview