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Third Party Support Analyst
ManulifeThird-Party Support Analyst at Manulife handling onboarding and compliance for retirement operations. Building strong relationships with stakeholders and ensuring accurate documentation compliance.
About the role
Key responsibilities & impact- Support onboarding and underwriting of new cases, including setup of firm/representative compensation and fee structures; ensure timely processing of individual and bulk payments
- Review and validate all documentation for compliance with John Hancock Retirement Plan Services guidelines and applicable federal/state regulations
- Assess agreed pricing against plan specifications; determine if additional client documentation is required due to pricing or representative changes
- Identify compliance issues, recommend resolutions, and escalate to management/internal partners as needed; proactively follow up on incomplete/non-compliant items
- Build and maintain strong relationships with internal and external stakeholders by responding to inquiries (phone/email), providing updates on case submissions, and supporting firm-level activities (mergers, acquisitions, transfers)
Requirements
What you’ll need- 2–3 years of calls experience in a voice-based/customer-facing role
- At least 1 year tenure in current role, with no attendance issues or disciplinary actions, meets job expectations and passes all performance metrics in current unit
- Proficient with job-specific applications and Microsoft Office
- College/university graduate in a medical or health science related field
Benefits
Comp & perks- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
compliance validationdocumentation reviewpricing assessmentpayment processingcase management
Soft Skills
relationship buildingcommunicationproblem-solvingproactive follow-upstakeholder management