PCG Client Relationship Administrator

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 Arrangement

Job Description

The Opportunity

The PCG Client Relationship Administrator role at Manulife offers a unique opportunity to join our Private Client Group and provide administrative and operational support to our Retail SMA (Separately Managed Account) business. As a valued member of our team, you will play a crucial role in ensuring flawless account setup and maintenance, while building strong relationships with external counterparties.

Responsibilities

• Open and close accounts, process deposits and withdrawals, and handle client requests

• Act as the dedicated administrative and operational contact with our firm's back office

• Prepare reports used internally by various groups such as front office, distribution, and sales support

• Build and nurture relationships with external counterparties

How You Will Create Impact

As the PCG Client Relationship Administrator, you will be the go-to person for account setup, closures, and maintenance. Your exceptional attention to detail and dedication to providing a seamless experience will ensure our clients receive world-class service.

What Motivates You?

• You obsess about customers, actively listening, engaging, and acting in their best interests

• You think big, employing curiosity to discover innovative ways to drive business outcomes

• You thrive in collaborative teams, working together to achieve goals

• You take ownership and proactively build solutions that focus on what matters most

• You have strong integrity and aren't afraid to speak up for what is right

• You believe in creating a diverse and inclusive work environment for everyone

What We Are Looking For

• Experience with InvestCloud APL

• Proficiency in Microsoft Word, Excel, and PowerPoint

• Excellent time management skills

• Ability to prioritize and make progress on multiple tasks

• Strong ability to work effectively in a team environment

• Proactive approach with a fast ability to adapt to new technology and concepts

What Can We Offer You?

• A competitive salary and comprehensive benefits package

• An opportunity to enhance your skills and pursue your interests with room for professional development.

• Opportunities for professional development and leadership

• Flexible work policies and a strong work-life balance

Our Commitment to You

At Manulife, we are committed to a values-first culture, where we lead with our values every day. We believe in providing boundless opportunities for growth and innovation, inviting you to help redefine the future of financial services. We foster an inclusive workplace where everyone thrives, and champion corporate citizenship to have a positive impact on society and the environment.

Equal Opportunity Employer | Reasonable Accommodation

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About Manulife and John Hancock

Manulife 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 ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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