Bilingual Associate, Investment Counsel Support

The Opportunity

The role is based in Montreal and includes a broad range of accountabilities centered on ensuring that the client experience delivered by Manulife Private Wealth meets the high standard that our business aspires to achieve. The Bilingual Associate Investment Counsel Support will be responsible for assisting Investment Counsellors in providing administration and sales support to MPW’s high net-worth clients.

Success in this role requires excellent communication and organizational skills, attention to detail, and the discipline to take full ownership of tasks that may involve teamwork with individuals internal and external to the organization.

The successful candidate will also provide direct client service experience and an opportunity to learn the operational processes and key regulatory accountabilities involved in delivering discretionary investment management to high-net-worth clients.

Duties and Responsibilities:

• Collaborating with Investment Counselors to deliver a high level of personalized client service.
• Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.
• Client account administration including responding to client queries and requests, setting up new accounts, processing transactions as well as client meeting preparation.
• Liaising with custodians and third parties to execute client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to SLAs.
• Assist with client performance and tax reporting.
• Maintaining client data and performing data integrity checks for quality control.
• Provide back-up support to other team members as necessary.

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us!
• Flexible work policies and work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture
• We lead with our Values every day and bring them to life together.
• Boundless opportunity!
• We create opportunities to learn and grow at every stage of your career.
• Continuous innovation
• We invite you to help redefine the future of financial services.
• Delivering the promise of Diversity, Equity and Inclusion
• We foster an inclusive workplace where everyone thrives.
• Championing Corporate Citizenship
• We build a business that benefits all partners and has a positive social and environmental impact

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.