Job Description
Join Manulife as a Wealth Management Client Support Specialist, based in Montreal with a hybrid work model. Provide exceptional administrative support to enhance client service.
We are looking for a detail-oriented Licensed Assistant who will facilitate critical client interactions for our Corporate Advisors. Your role includes managing client inquiries, coordinating appointments, and ensuring compliance with all documentation standards. You'll also assist in preparing financial reports, contributing to effective client management.
Key Responsibilities:
• Serve as initial point of contact for clients
• Coordinate and manage advisor's calendar
• Process account openings and updates accurately
• Prepare financial plans and investment analyses
• Collaborate with team members for timely results
Requirements:
• Relevant undergraduate degree preferred
• Proven experience in the financial industry
• High pr...
We are looking for a detail-oriented Licensed Assistant who will facilitate critical client interactions for our Corporate Advisors. Your role includes managing client inquiries, coordinating appointments, and ensuring compliance with all documentation standards. You'll also assist in preparing financial reports, contributing to effective client management.
Key Responsibilities:
• Serve as initial point of contact for clients
• Coordinate and manage advisor's calendar
• Process account openings and updates accurately
• Prepare financial plans and investment analyses
• Collaborate with team members for timely results
Requirements:
• Relevant undergraduate degree preferred
• Proven experience in the financial industry
• High pr...