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Client Service Specialist

Job in Billings, Yellowstone County, Montana, 59107, USA
Listing for: Manulife Financial
Full Time position
Listed on 2026-01-22
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Customer Service Rep, Technical Support, Bilingual
Salary/Wage Range or Industry Benchmark: 51975 - 86625 USD Yearly USD 51975.00 86625.00 YEAR
Job Description & How to Apply Below

The Premier 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. Rotating 8-hour shifts between the hours of 8:00 am to 6:00 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. The training duration is 1 week.

A successful candidate must already be comfortable with 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 phone and/or Email from financial advisors regarding our contracts, Products and procedures.
  • Providing an outstanding customer experience, accurately and professionally.
  • Provide comprehensive information to callers, resolving most queries on the first call by researching information on resource systems.
Required Qualifications
  • Knowledge of Manulife Investments Segregated Funds product is a requirement.
  • 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.
  • Have 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).
  • Ability to navigate multiple software applications.

    Knowledge of Manulife Investments GIC/GIA and Immediate Annuity products.
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.
マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、  をご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表現、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、  までご連絡をお願いします。

Referenced Salary Location

カナダ, オンタリオ州 -フルタイムリモート

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