MBPS
ClientAccountRepresentative
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Account Representative at MBPS. Skills: Client Account Management, Relationship Building, Customer Service Excellence, Problem Resolution. Manages a full block of clients. Deliver professional and trusted service to Manulife John Hancock clients, brokers, third party administrators and plan participants as required”
What You'll Achieve.
Ensure a positive client experience; Maximize service levels
Industry & Context.
Resolve or negotiate “win-win” solutions to client issues directly or by consulting with appropriate resources; analytical skills – ability to handle complex casework; Identify trends and patterns of client issues and escalate to appropriate person
What They're Looking For.
Must Have
2–3 years of experience in business‑to‑business (B2B) client servicing or support, Experience as a Customer Service Representative, with a focus on relationship management, Proficient in Excel, Microsoft Word, PowerPoint and Access Databases, Ability to develop and maintain relationships with customer base by demonstrating excellent interpersonal and communication skills (oral/written)
Nice to Have
Expertise in organizational skills to be able to work in a multitasking fast paced work environment, analytical skills – ability to handle complex casework, Demonstrated passion for providing client centric solutions, Ability to work independently in a fast-paced environment, Excellent presentation, facilitation skills and interpersonal skills, Excellent written and verbal communications skills, proof reading skills, and documentation skills, Consistent demonstrated use of good judgment and professionalism when dealing with sensitive, confidential matters, Attention to detail, Ability to create and maintain working relationships with all levels of employees, Ability to be flexible and adaptable when dealing with change
What You'll Do.
Manages a full block of clients
Deliver professional and trusted service to Manulife John Hancock clients
third party administrators and plan participants as required
Provide high-quality service to a block of clients by responding effectively to questions
Meet service quality and productivity standards
Resolve or negotiate “win-win” solutions to client issues
Document and track client discussions or complaints and maintain client contract records
Proactively educate our clients and intermediaries on new product features and provide on-going education to client inquiries
Provide accurate client administration by processing some standard financial transactions
control and minimize outstanding suspense account items
Identify trends and patterns of client issues and escalate to appropriate person
How You'll Work.
Team & Collaboration
Build solid relationships both internally (including the field sales team) and externally; Contribute to the improvement of work systems of the department by identifying barriers and providing input to solutions; Ability to create and maintain working relationships with all levels of employees
Communication Scope
Oral communication; Written communication; Presentation skills; Facilitation skills; Proof reading skills
Full Job Description
_We’re looking for a**Client Account Representative** to join our Retirement Operations team at MBPS. In this role, you will play a crucial role in delivering exceptional service and building strong relationships with Manulife John Hancock clients, brokers, third-party administrators, and plan participants._ **Position Responsibilities:** * Manages a full block of clients * Deliver professional and trusted service to Manulife John Hancock clients, brokers, third party administrators and plan participants as required. * Build solid relationships both internally (including the field sales team) and externally to foster customer satisfaction and loyalty. * Provide high-quality service to a block of clients by responding effectively to questions, issues and problems. * Meet service quality and productivity standards to ensure a positive client experience and maximize service levels. * Resolve or negotiate “win-win” solutions to client issues directly or by consulting with appropriate resources. * Document and track client discussions or complaints and maintain client contract records. * Proactively educate our clients and intermediaries on new product features and provide on-going education to client inquiries. * Build and maintain solid relationships with customer base * Provide accurate client administration by processing some standard financial transactions. * Monitor, control and minimize outstanding suspense account items * Contribute to the improvement of work systems of the department by identifying barriers and providing input to solutions * Complete and participate in ongoing training and education to remain current of product, industry, service and administrative changes. * Identify trends and patterns of client issues and escalate to appropriate person **Required Qualifications:** * 2–3 years of experience in business‑to‑business (B2B) client servicing or support. * Experience as a Customer Service Representative, with a strong focus on relationship managemen
Applying for this Client Account Representative role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about MBPS?
Real rants from real employees. Read before you apply.