Bilingual Client & Account Analyst Job Montréal area,Montreal Province de Québec Canada,Finance & Banking

Location: Montreal

The GRIP - Group Retirement Income Plan Team is looking for a dynamic, dedicated, and self-motivated addition to our team who strives to meet Client and Customer Service expectations. An important part of the GRIP processing team, our Client Account Representatives are responsible for processing member level transactions mainly for the GRIP products.

In this role, you will fulfill varied tasks as requested, to help ensure service excellence to our Group Retirement Services clients. This role is very administrative in nature, requiring keen attention to detail, ability to respond to changing priorities, and very strong communication, time management, and organizational skills.

Position Responsibilities:

Process financial and non-financial transactions for market related retirement savings plans in accordance with legislation, plan rules and instructions under the applicable policies

Gatekeep shared email inboxes as needed, with accuracy and efficiency

Support team members by following internal processes to request specialized reporting as needed

Take ownership of members' requests and provide information, explanations on policy related enquiries within prescribed deadlines

Exercise judgement in the selection and interpretation of data

Learn and effectively execute various tasks performed within the team to support high volume periods

Provide high-quality service to our internal and external clients through accurate and timely fulfillment of requests

Identify opportunities to gain efficiencies in internal processes

Strict adherence to our privacy and confidentiality guidelines

Commitment to supporting our organization's Equity, Diversity, and Inclusion efforts

Develop and maintain a high level of knowledge on pension legislation, administrative matters, and technologies

Required Qualifications:

University Degree or College Diploma completion in a related field

Proficiency in the Microsoft Excel and Word

Preferred Qualifications:

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.

Confidence and professionalism in interactions with internal and external customers

Excellent written and verbal communication skills in both English and French

Ability to responsibly manage sensitive information

Understanding of Group Retirements Services, pension legislation, Manulife systems and applications such as AWD and MPS is an asset

Accounting & Financial foundation is an asset

Comfortable working in a remote virtual environment with team members around the globe

Ability to multi-task and respond quickly to changing priorities

When you join our team:

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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The role being advertised is an existing vacancy.

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,…