Become a vital part of account management at Manulife as a New Account Specialist in Waterloo, Ontario. This role focuses on ensuring accurate, compliant account setups while addressing complex applications effectively.
As a New Account Specialist, you will oversee the end-to-end process of new account openings, ensuring all documentation meets regulatory and internal standards. You will collaborate with both internal and external partners, focusing on accuracy and timely account setups. Your attention to detail and problem-solving skills will be critical in meeting service level agreements and resolving application issues.
Key Responsibilities:
• Review and process account applications for loans and deposits
• Identify and rectify missing or incorrect documentation
• Collaborate with stakeholders to fulfill account opening requirements
• Ensure high accuracy in all account setups
• Escalate issues to support timely resolutions
Requirements:
• Strong attentio...