Client & Account Specialist
Manulife Financial
Client & Account Specialist
Manulife Financial
Global financial services: insurance and investments
3-5 sentence summary about the role considering these questions: what is the opportunity? How is this role contributing to our mission? What will they get from this opportunity?
Position Responsibilities:
+ Perform daily operational reconciliation and monitoring activities.
+ Investigate data discrepancies, exceptions, and process breaks.
+ Ensure accuracy and completeness of business transactions between systems.
+ Support root cause analysis for operational incidents and system issues.
+ Conduct regular quality checks on operational outputs and reports.
+ Validate data accuracy, completeness, and consistency.
+ Identify trends, recurring issues, and process gaps.
+ Maintain issue logs and follow through until resolution.
+ Prepare test scenarios and test cases.
+ Execute UAT testing for system enhancements, product launches, and regulatory changes.
+ Document defects and coordinate with IT teams for issue resolution.
+ Support production validation after deployment.
+ Produce daily, weekly, and monthly reports.
+ Analyze operational performance indicators.
+ Support management with insights and recommendations for process improvements.
+ Work closely with Operations, IT, Product and other stakeholders.
+ Support training, documentation, and knowledge sharing activities.
+ Foster teamwork and a collaborative working environment.
+ Participate in continuous improvement initiatives.
+ Perform other assignments as requested by Line Manager.
Required Qualifications:
When you join our team:
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 https://www.manulife.com/en/about/our-story.html.
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, 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 [email protected].
Working Arrangement
Global financial services: insurance and investments
Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.
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