Bilingual Estate Client Services Specialist - Remote

Overview

Manulife Bank is seeking a Bilingual Estate Client Services Specialist to provide exceptional service to clients managing disbursements and account changes following the death of an account holder.

In Short

• Deliver optimal customer service for estate and death claims.
• Manage changes to mortgage and loan accounts.
• Establish and maintain strong relationships with clients.
• Serve as the sole point of contact for inquiries.
• Handle inbound and outbound communications efficiently.
• Stay informed on provincial regulations related to estates.
• Bilingual communication in English and French is required.
• Strong analytical and problem-solving skills needed.
• Proficient in Microsoft Office and Salesforce.
• Adaptable to a fast-paced and changing environment.

Requirements

• Bilingual (French & English) is required.
• Post-secondary education or equivalent industry experience.
• Previous customer service experience.
• Solid understanding of provincial laws related to estates.
• Proficient computer skills and strong technical aptitude.
• Ability to work independently and collaboratively.
• Strong communication skills, both written and verbal.
• Highly organized and results-oriented.
• Strong analytical, interpretive, and judgment skills.
• Ability to handle sensitive subjects with empathy.

Benefits

• Flexible working environment.
• Comprehensive benefits including health, dental, and vision.
• Retirement savings plans with employer matching contributions.
• Generous paid time off program.
• Opportunities for career growth and development.
• Employee assistance programs.
• Incentive programs tied to performance.
• Support for mental health and wellness.
• Inclusive work environment that embraces diversity.
• Commitment to fair recruitment and retention practices.