Bilingual Associate, Investment Counsel Support (Montreal)
Manulife
- Montreal, QC
- Permanent
- Full-time
- Collaborating with Investment Counselors to deliver a high level of personalized client service.
- Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.
- Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation.
- Liaising with custodians and third parties to execute client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to SLAs.
- Assist with client performance and tax reporting.
- Maintaining client data and performing data integrity checks for quality control.
- Provide back-up support to other team members as necessary.
- High Net Worth clients service experience – familiarity with the wealth management industry.
- Post-secondary education is preferred but relevant experience (minimum of 2 years) also has a lot of value.
- CIM designation or other industry license such as CFA, CFP preferred.
- Successful completion of CSC preferred.
- Solid computer skills – with the ability to teach us ways that we could do things more efficiently, or better use the programs we have.
- Superior client relationship management skills.
- A desire to learn and grow.
- Ability to communicate in English and French (verbal and written) required.
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us!
- Flexible work policies and work-life balance.
- Professional development and leadership opportunities.
- Values-first culture
- We lead with our Values every day and bring them to life together.
- Boundless opportunity!
- We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
- We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
- We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
- We build a business that benefits all partners and has a positive social and environmental impact