Terminations Analyst at Manulife

Location: Waterloo

Join Manulife as a Terminations Analyst in Waterloo, Ontario, focusing on effective monitoring and management of client terminations in a hybrid work model. Collaborate with multiple departments to ensure accuracy and efficiency.

This role involves scrutinizing client accounts, ensuring timely closure of termination files, and preparing insightful monthly reports. You will engage with the Accounts Receivables team and recommend enhancements that drive operational excellence. A proactive approach is essential as you deal with escalations and utilize AI-driven tools to streamline workflows.

Key Responsibilities:

• Analyze and reconcile client accounts accurately

• Engage stakeholders for prompt closure of termination files

• Complete tasks within deadlines in a dynamic environment

• Prepare adjustments for debit balance write-offs

• Recommend process improvements actively

Requirements:

• Strong understanding of SFS system feeds

• Proficient in financial reconciliation and advanced Excel

• Self-driven with keen attention to detail

• Excellent organizational skills

• Ability to communicate effectively with various levels

Leverage your analytical skills and contribute to process improvements in this impactful role at Manulife.
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