Manulife

Bilingual Premier Case Coordinator

Manulife

full-time

Posted on:

Origin:  • 🇨🇦 Canada

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Salary

💰 CA$49,125 - CA$81,875 per year

Job Level

Mid-LevelSenior

About the role

  • Join Premier Case Coordinator team within Relationship Management supporting Manulife Investments
  • Full-time (contract) 37.5 hours/week with rotating 8-hour shifts between 8:00 am–6:00 pm Monday–Friday
  • Handle inquiries by phone/email from financial advisors regarding contracts, products and procedures
  • Provide outstanding customer experience; resolve most queries on first call by researching resource systems
  • Training provided on Amazon Connect, Salesforce and email management (1 week)
  • Candidates will be monitored to meet established goals

Requirements

  • Bilingual (French & English) required
  • Comfortable with Manulife Segregated Fund products, processes, product rules and requirements
  • Knowledge of Manulife Investments Segregated Funds product
  • Understanding of investment products available to Canadian investors (eg. RRSP, RRIF)
  • Knowledge of Manulife Investments GIC/GIA and Immediate Annuity products
  • Prior customer service experience preferred
  • Positive attitude, high energy, empathy, and attention to detail
  • Punctuality, reliability, and effective listening skills
  • Technical proficiency navigating multiple software and applications (e.g., Amazon Connect, Salesforce)
  • Ability to work effectively in a structured, fast-paced environment and collaborate within a team
  • Open to continuous learning and receiving regular feedback