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Working Arrangement
Hybrid
The opportunity
Job Summary:
The Client Services, Financial team is responsible for managing the Bank\'s in-force accounts and requests for money movement, bank clearing functions and closing of accounts. This includes deposit accounts (business and personal), mortgage accounts, legal documents, GICs, TFSAs, RRSPs, RRIFs, incoming/outgoing wires and both investment and RRSP loans. This team also handles our Premier Client Group and other High Net Worth requests.
This team is a dedicated group of individuals with a strong customer focus accountable for managing inquiries, communications (telephone and written responses) and processing for all inforce Manulife Bank accounts. Partnering with a Manila processing team (who manage the routine intake and processing of work), this team works closely with financial advisors and their clients to facilitate non-routine transactions. They also provide knowledgeable support to our National Account/Corporate Account back office business partners, Service Centre partners, FSST team and other Manulife business units.
Key Accountabilities:
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