National Accounts Associate at Manulife

Become a vital part of Manulife's National Accounts team as a National Accounts & Platforms Associate. This hybrid role combines operational support with data analysis to enhance distribution strategies.

In this essential position, you will support strategic distribution relationships by managing client reporting, analyzing business insights, and executing operational tasks. You will serve as a bridge across various teams, including Sales, Marketing, and Compliance, ensuring smooth execution of business development initiatives and client support.

Your role will contribute significantly to the accuracy and effectiveness of the team's overall operations.

Key Responsibilities:

• Deliver client reporting and due diligence requests

• Analyze data for strategic insights

• Manage logistics for conferences and meetings

• Support business planning and operational improvements

• Maintain data integrity across reporting systems

Requirements:

• Bachelor's degree in Business or related field

• 2–5 years in financial services or client support

• Proficiency in Microsoft Office suite

• Familiarity with Salesforce or similar systems

• Strong analytical and organizational skills

Utilize your operational and analytical skills to support the growth objectives of Manulife's National Accounts team.
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