Manulife

Financial Services

PensionServiceCoordinator

$41–41k Montreal, Quebec, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Pension Service Coordinator at Manulife. Skills: Client relationship management, Sales support, Administrative support. Prepare and support client review presentations & reports. Assemble presentation material for Customer Relationship Managers”

What You'll Achieve.

Achieve sales target; Increase efficiency

Industry & Context.

Financial Services
Problems you'll solve

Ability to problem solve

What They're Looking For.

Must Have

1 to 3 years of experience in administration or customer service within a business environment, Bilingual: French and English, is required

Nice to Have

Excellent knowledge of Microsoft Office suite – with emphasis on Excel and PowerPoint, Excellent command of the English language, written and spoken, French oral and written an asset, Ability to problem solve, Ability to work independently and within a team, Knowledge of GRS products and services, an asset, 1 to 3 years of experience in administration or customer service within a business environment

What You'll Do.

Prepare and support client review presentations & reports

Assemble presentation material for Customer Relationship Managers

Ensure accuracy and timely delivery of presentations

Prepare all information/reports for Customer Relationship Managers

Act as a key resource for Customer Relationship

Follow-up on documentation

Act as a liaison person with internal and

Handle inquiries effectively

How You'll Work.

Team & Collaboration

Client Relationship Managers team; Internal and external partners; Consultants and brokers

Communication Scope

Client review presentations; Reporting

Full Job Description

We develop distinctive Group Retirement Solutions (GRS) for our plan sponsors to help them gain a competitive edge, adding value to their employee benefits. Our GRS business development team joins forces with a network of customer-oriented professionals to achieve our sales target. This team is responsible for building and solidifying partnerships with consultants and brokers from the selection of the investment options and the type(s) of plan, to the implementation and long-term evolution of the program. They also assist and support consultants and brokers in identifying target markets and growing their business. Over the years, we have built an enviable reputation for professionalism, high-quality offering, constructive marketing advice and knowledge of our clients’ business. You love working in a dynamic environment and make sure that everyone has what they need to perform at their best. Your undeniable organizational and communication skills will be positively challenged when you support our Client Relationship Managers team. You will contribute to the achievement of our Sales division objectives by customizing tools to increase efficiency, sharing critical information, and coordinating internal and external resources for the development and maintenance of strategic material. **Position Responsibilities:** * Prepare and support the delivery of client review presentations & reports and assembling of presentation material for the Customer Relationship Managers and ensuring accuracy and timely delivery. * Responsible for preparing all information/reports for Customer Relationship Managers, act as a key resource for Customer Relationship Managers on marketing and administrative issues (follow-up on documentation, etc.) ensuring attention to detail with a keen eye for numbers. * Act as a liaison person with internal and external partners and clients on matters related to group products, marketing and services by effectively handling inquiries. **Required Qualificatio

Free ATS check

Applying for this Pension Service Coordinator 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 Manulife?

Real rants from real employees. Read before you apply.

Read Company Rants →