This document is a job offer from Manulife Financial for the role of Client Account Representative. It includes the job description, responsibilities of managing client accounts and transactions, required qualifications, and an annual salary range of $49,125-$81,875 CAD. The offer letter must be signed and returned by March 23rd to accept the terms, which include at-will employment that can be terminated by either party with 7 days notice. The package also outlines Manulife's benefits, which include health, dental, retirement savings, and paid time off programs.
This document is a job offer from Manulife Financial for the role of Client Account Representative. It includes the job description, responsibilities of managing client accounts and transactions, required qualifications, and an annual salary range of $49,125-$81,875 CAD. The offer letter must be signed and returned by March 23rd to accept the terms, which include at-will employment that can be terminated by either party with 7 days notice. The package also outlines Manulife's benefits, which include health, dental, retirement savings, and paid time off programs.
This document is a job offer from Manulife Financial for the role of Client Account Representative. It includes the job description, responsibilities of managing client accounts and transactions, required qualifications, and an annual salary range of $49,125-$81,875 CAD. The offer letter must be signed and returned by March 23rd to accept the terms, which include at-will employment that can be terminated by either party with 7 days notice. The package also outlines Manulife's benefits, which include health, dental, retirement savings, and paid time off programs.
This document is a job offer from Manulife Financial for the role of Client Account Representative. It includes the job description, responsibilities of managing client accounts and transactions, required qualifications, and an annual salary range of $49,125-$81,875 CAD. The offer letter must be signed and returned by March 23rd to accept the terms, which include at-will employment that can be terminated by either party with 7 days notice. The package also outlines Manulife's benefits, which include health, dental, retirement savings, and paid time off programs.
Manulife is a leading financial services group. The company is primarily engaged in providing high- quality and efficient f inancial advice, insurance, as well as wealth and asset management solutions for individuals and organizations.Prior to receiving your resume for the post of a CLIENT RELATIONS ADMINISTRATOR through Nova immigration solutions inc,we are pleased to offer you an immediate employment as your resume have proven your credibility and Value.The document attached outlines the company’s proposed terms and conditions regarding your appointment. If there is anything listed in this offer that you are not clear about, disagree with, do not fully understand, or want to discuss, please feel free to contact your Agency.
Should the proposed terms and conditions be acceptable to you, and are therefore willing to take this appointment, please sign the copies of this letter, as well as the appointment agreement.Please return all the necessary documents to the Human Resources Department by March 23,2023. If we don’t get a response by the end of office hours on the set date, the offer will automatically be withdrawn.
Welcome to the team, the company is looking forward to working with you.
Sincerely
Pamela Kimmet
Chief Human Resource Officer
MANULIFE FINANCIAL
Job Description
Client Account Representative
MANULIFE FINANCIAL Corporate Law 200 Bloor Street East North Tower 10 Toronto, Ontario M4W 1E5 Customer satisfaction and loyalty are essential to the success of the Group Retirement Solutions business. This position is responsible for supporting all Customer Experience areas and Field offices with respect to services for a dedicated block of Investment Only Services clients within Plan Sponsor Services. The Client Account Representative (CAR) is the single point of contact for day-to-day service in the organization. The CAR is accountable for ensuring any service-related issues are managed within specified timeframes and organizing all resources required to deliver the best customer experience. This includes successfully resoling any issues, The CAR is responsible for devising and implementing effective solutions that enhance the service experience in the short and long term. The CAR is also responsible for processing financial and non-financial transactions for Investment Only plans , in accordance with the instructions provided by the clients.
The CAR will manage clients in partnership with the Field offices and communicates with partners across the business for convergence clients. The Representative will work closely with other Customer Experience teams as they manage activities related to their assigned group of clients.
Key Responsibilities
🔹 Provide high quality service for a select block of challenging cases by responding effectively to customers’ questions, issues, and problems (written and verbal responses). Customers may include internal partners, plan sponsors, and plan members.
🔹 Create and maintain clients' accounts and process transactions in accordance with legislation plan rules and service level agreements.
🔹Accountable for initial investigation of operational errors within Plan Sponsor Services 🔹Coordinate (with cross functional areas) to deliver client solutions – providing a single point of contact for service.
🔹Support external clients and internal clients by providing knowledge and expertise ; may be called upon to attend face-to-face meetings with Plan Sponsors.
🔹Develop ‘win-win’ solutions to complex problems under tight deadlines; manage boundaries between customer base so roles are clear, workflow is smooth, and service is seamless.
🔹Communicate within the client environment to actively prevent errors and ensure all relevant parties are current and informed on case issues.
🔹Acknowledge internal and external client emails same day when received by 2pm EST and reply to voice mail same day.
🔹Identify trends in issues and errors, make recommendations for process changes to mitigate reoccurrence in the future (and include working with client on processes/best practices to provide quality work).
🔹Serve as primary intake for reconciliation requests: provides support for internal areas to understand requirements plus expected outcomes and work with client to manage expectations – advocating for successful resolution.
Salary & Benefits
The annual base salary for this role in the primary location of Montreal, Quebec is expected to be between $49,125.00 CAD - $81,875.00 CAD.
If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.
Seniority level
Mid-Senior level
Industry
Insurance
Employment type
MANULIFE FINANCIAL Corporate Law 200 Bloor Street East North Tower 10 Toronto, Ontario M4W 1E5 Full-time
Job functions
Research administrator i nformation Technology.
AGREEMENT
I,.............................................................., have read and reviewed the terms and conditions of my appointment as set forth by my employer through this letter. I have herein attached the signed agreement. By doing so, I agree to accept this offer, and I fully understand the circumstances stated in this agreement as well as the terms and conditions set forth by the employer.
Your employment with Company is at-will and either party can terminate the relationship at any time with or without cause and with minimum 7 day notice.
• You acknowledge that this offer letter represents the entire agreement between you and Company and that no verbal or written agreements, promises or representations that are not specifically stated in this offer, are or will be binding upon Company.
• If you are in agreement with the above outline, please sign below. This offer is in effect for five business days. By Signing and dating this letter below, I accept this job offer:
Signed by: (Name and Signature) .....................................
Date:........................
MANULIFE FINANCIAL Corporate Law 200 Bloor Street East North Tower 10 Toronto, Ontario M4W 1E5
