Location: Halifax Regional Municipality
The Mutual Fund Operations team ensures accurate and timely processing of financial and non-financial transactions, supporting advisors and dealerships with exceptional service. As a Bilingual Service Associate, you will focus on transaction processing, related communications, and quality control while assisting with settlement activities and reporting. Over time, you’ll build proficiency in handling complex transactions and contribute to operational improvements. Success is measured by meeting service levels, accuracy, and productivity standards.
Position Responsibilities:
Process and report on mutual fund financial and non-financial transactions
Communicate with advisors and dealerships regarding transactions that are not in good order via fax communication or making a phone call
Perform quality control checks for routine transaction types
Complete daily bulk settlement and payment activities
Identify and escalate exceptions promptly
Support resolution of escalated cases in collaboration with business partners
Handle increasingly complex client service requests within defined service standards
Recommend improvements to operational processes and practices
Contribute to a collaborative team environment and maintain strong customer relationships
Provide support for control-related activities (e.g., Unclaimed Property, Locked-in reporting, Short-Term Trading etc.)
Stay current with policies, procedures, and processing requirements
Meet or exceed accuracy and service excellence targets
Required Qualifications:
Financial services experience
Strong customer service mindset
Ability to work independently and within a team with minimal supervision
Analytical and problem-solving skills with a focus on ownership and resolution
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
Preferred Qualifications:
Previous experience in mutual fund processing is an asset
Knowledge of mutual fund industry policies and procedures is an asset
Strong organizational and prioritization skills in a fast-paced environment
High attention to detail and ability to adapt to changing priorities
Quick learner with strong collaboration skills
Proficient in documentation and proofreading
Availability for overtime during peak periods (e.g., RSP season)
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.
As part of our global team, we’ll support you in shaping the future you want to see.
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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 .
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, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .
Referenced Salary Location
Montreal, QuebecWork…
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