GWS Business Case Coordinator

Manulife

Adzuna Full Time
📍 Location Waterloo region, Ontario
📊 Experience Senior Level
📁 Category Customer Services Jobs
📅 Posted 11 hours, 11 minutes ago

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Job Description

The Guaranteed Wealth Solutions Case Co-Ordinator team, within Relationship Management, is seeking dynamic candidates, capable of working within a team of Specialists in Customer Service for individual Manulife Investment products. Are you truly excited and motivated about helping customers? Always interested in looking at ways to improve the customer's experience? Do you love to solve problems and look for alternative options? Then we've got a role for you! This is a full-time position, 37.5 hours per week. Shifts are between the hours of 8:00 am to 5:00 pm, Monday to Friday. Training on our phone system (Amazon Connect), our case tracking system (Salesforce) and our email management process is provided to the successful candidates. A successful candidate must already be experienced with and have knowledge of all Manulife Segregated Fund Products, processes, product rules and requirements. Successful candidates will be monitored to successfully meet established goals. **Position Responsibilities:** + Handling of inquiries by Email from our MGA and National account back offices, relating to our products and procedures. + Providing outstanding customer experience, accurately and professionally. + Provide comprehensive information to queries by researching information on resource systems. + Promote, educate and support our customers with use of our online tools - OLT, eTrack, eDocs. + Work within our published service standards for query resolution + Build valuable and supportive relationships with back office partners + Provide support to our Premier Case Coordination team, as required + Work with our Relationship Management Consultants, when required, to ensure swift resolution + Strong demonstrated professionalism, judgment and interpersonal skills + Excellent organization and prioritization skills and time management to be able to multitask in a high volume rapidly changing work environment. + Strong focus on teamwork and collaboration. + Ability to assess risk regarding complex escalated complaints, provide recommendations, options, rationale and grant exceptions within department parameters, where applicable. **Required Qualifications:** + Knowledge of Manulife Investments Segregated Funds product is a requirement. + Excellent verbal and written communication skills + Previous Customer Service experience. + Punctuality and Attendance is critical. + Great attitude and high energy. + Empathy. + Always looking for ways to enhance the customer's experience. + Have a desire to make a difference in a customer's experience. + A desire to learn and grow in a dynamic global company. + Technical knowledge. + Navigation of software and multiple applications. + Attention to Detail. + Effective Listening Skills. + Ability to understand questions and/or to probe for additional information or clarification to gain understanding. + Questioning and Innovating. + Ability to multi-task. + Ability to learn and apply new knowledge. + Able to work in a very structured environment. + Teamwork and collaboration. + Ability to work in a fast-paced environment. + Able to accept regular coaching feedback and apply improvements suggested. **Preferred Qualifications:** + Background in the financial services industry. + Understanding of Investment products available to Canadian Investors (eg. RRSP, RRIF, TFSA). + Ability to navigate multiple software applications. + Knowledge of Manulife Investments GIC/GIA and Immediate Annuity products. + Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. **When you join our team:** + We'll empower you to learn and grow the career you want. + We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. + As part of our global team, we'll support you in shaping the future you want to see. \#LI-REMOTE The role being advertised is an existing vacancy. **Acerca de Manulife y John Hancock** Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com . **Manulife es un empleador que ofrece igualdad de oportunidades** En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a hr@manulife.com . **Referenced Salary Location** Canadá, Ontario -Remoto a tiempo completo **Modalidades de Trabajo** Remoto **Salary range is expected to be between** $51,975.00 CAD - $86,625.00 CAD Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a hr@manulife.com para conocer el rango salarial correspondiente a tu ubicación. Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con hr@manulife.com para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .