Implementation Specialist

Waterloo, ON, Canada

Job Description


We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.Working ArrangementHybridThe OpportunityThe role of Implementation Specialist is to implement the new business of our mid case clients into Group Retirement Services (GRS) and to project manage any complex amendments or plan changes for our mid case clients as well as simple amendments and fund rationalizations for the large case as required.The role involves relationship management, consulting, and project management. Utilizing a project management approach, the Implementation Specialist is involved during the implementation and warranty process to see the Customer through all aspects of the Implementation. Through a partnering relationship with the Account Executive, Client Relationship Manager and internal teams, the Implementation Specialist will ensure that Manulife is responding to the needs of the Customer as well as Manulife.The Implementation Specialist will have primary responsibility for project managing to ensure a successful implementation with tracking and reporting on the progress of the various implementation stages.How will you create impact?

  • Managing across wide spectrum \xe2\x80\x93 The client, the external consultant, GFO, various internal GRS departments via face-to-face meetings and conference calls
  • Overall Accountability for new business of our mid case clients into GRS and to project manage any complex amendments or plan changes for our mid case clients as well as simple amendments and fund rationalizations for the large case as required
  • Coordinate and/or handle defining plan design requirements, facilitating member data transfer, moving of plan assets
  • Implementation Specialists are expected to handle between 15 to 20 implementations at any one time: depending on size and complexity and the success of our sales organization
Responsibilities
  • Creation of implementation schedules
  • Primary contact for the Client and/or Advisor during the implementation phase
  • Works with the client and implementation team to obtain plan details, clarify requirements, and establish delivery dates for tasks in the project
  • Coordinates and leads/facilitates the Client meeting
  • Coordinates, delegates, negotiates, and follows up on all implementation tasks with each internal area involved throughout the process areas to ensure all areas have required information for plan set up and works as liaison with client to resolve issues, missing information
  • Tracks and reports the status of each project and proactively escalates any significant barriers or issues to Sr. management as necessary
  • Project manages the implementation schedule, provides status updates to Client and/or Plan Advisor and Account Executive and/or Client Relationship Manager
  • Coordinates the initial enrolment period (paper enrolment forms, or electronic data) and contacts plan sponsor for missing employee information
  • Communicates with internal teams to resolve exceptional situations and problems that arise during the issue process
What motivates you?
  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What we are looking for
  • Knowledge of contract provisions and administrative practices of Group Retirement products and systems
  • Group Retirement experience
  • Good knowledge of Window\xe2\x80\x99s based software (Word, Excel)
  • Excellent verbal and written communication skills
  • Excellent interpersonal skills
  • Strong negotiation and problem-solving skills with the ability to recognize implications of issues and solutions
  • Ability to handle fluctuating workloads and multiple priorities within set time constraints
  • Customer service focused \xe2\x80\x93 ability to effectively negotiate/communicate with internal and external clients
  • Strong analytical skills
  • Attention to detail
  • It would be an asset if the successful candidate can communicate in English and French in order to support clients from various jurisdictions within and outside of Quebec.
  • Understanding of the large case market include HR Services and IS requirements for these services
What can we offer you?
  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.
Our commitment to you
  • Values-first culture: We lead with our Values every day and bring them to life together.
  • Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation: We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity, and Inclusion: We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as \xe2\x80\x98MFC\xe2\x80\x99 on the Toronto, New York, and the Philippine stock exchanges, and under \xe2\x80\x98945\xe2\x80\x99 in Hong Kong.Manulife is an Equal Opportunity EmployerAt 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 .Salary & BenefitsThe annual base salary for this role is listed below.Primary Location Waterloo, OntarioSalary range is expected to be between $56,400.00 CAD - $94,000.00 CADIf you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.

Manulife

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Job Detail

  • Job Id
    JD2330743
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Waterloo, ON, Canada
  • Education
    Not mentioned