Consolidation Coordinator

Job Overview

Consolidation Coordinator – Boston, Massachusetts (Hybrid). Responsible for guiding participants through the consolidation of external retirement accounts into John Hancock 401(k) s.

• Educate and assist 401(k) participants to understand the benefits of consolidating their retirement assets into John Hancock 401(k) s.
• Assist new and existing participants throughout the roll‑in process, including obtaining authorization on rollover paperwork and contacting plan providers, plan administrators, and third‑party administrators.
• Qualify opportunities and follow‑up on outstanding cases.
• Work directly with financial intermediaries (Plan Consultants, TPAs, and Financial Advisors) to channel roll‑in business into the JH 401(k) plan.
• Deliver superior service in a professional manner.
• Enter and prioritize workflows necessary to track potential roll‑in opportunities.
• Share successful education and process improvement ideas within the team.
• Proactively share knowledge to ensure team objectives are met.

• Contributing to team goals.
• Taking inbound calls as necessary.
• Handling smaller, segmented cases.

• Bachelor’s Degree with a focus on Business and/or Finance.
• FINRA Series 6 and 63 required within 6 months of hire.
• Preferred financial services industry experience.
• Strong service and overall communication/negotiation skills.
• Ability to consult with all customers.
• Team‑oriented and ability to work independently toward mutual goals/targets.
• Detail oriented with the ability to prioritize and remain organized in a multiple‑task environment.

Salary range: $32,000 – $53,300 USD (

Job Location:

Boston, Massachusetts). Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

• 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.
• Retirement savings plans (including pension/401(k) plans and a global share ownership plan with employer matching contributions).
• Paid time off: up to 11 paid holidays, 3 personal days, 150 hours of vacation, 40 hours of sick time.

Manulife is an Equal Opportunity Employer. We embrace diversity and strive to create an inclusive work environment. All hiring decisions are made without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion, creed, sex, sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.