Wealth Operations Analyst
Manulife(11 days ago)
About this role
The Wealth Operations Analyst role at MBPS is a position within the Global Asset and Wealth Solutions team, focusing on processing transactions, maintaining records, and liaising with clients and internal partners. It involves evaluating options, resolving issues, and making decisions based on guidelines, with an emphasis on customer service and operational efficiency.
Required Skills
- Microsoft Office
- Outlook
- Teams
- Customer Service
- Problem Solving
- Wealth Management
- Investment Products
- Communication
- Relationship Management
- Time Management
Qualifications
- Bachelor’s degree in business administration, finance, economics or related field
- 2-3 years relevant experience
About Manulife
manulife.comManulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
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