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Consolidaton Coordinator

Manulife – Boston, MA

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

Job Description

Key Focus/Scope : Assist 401(k) participants on how to consolidate their retirements assets into their JH 401(k)

Major Responsibilities

  • Member of an in-bound/out-bound phone-based team focused on driving new roll-in assets for John Hancock.
  • Educate and help 401(k) participants to better understand the benefits of consolidating their retirement assets into their JH 401(k).
  • Assist new and existing 401(k) participants throughout the roll-in process. This would generally include obtaining authorization on rollover paperwork and contacting plan providers, plan administrators, and third party administrators
  • Qualify opportunities and help follow-up on outstanding cases
  • Work directly with financial intermediaries (Plan Consultants (TPAs) and Financial Advisors) and ultimately channel roll-in business into the JH 401(k) plan
  • Deliver superior service in a professional manner.
  • Enter and prioritize workflows necessary to track potential roll-in opportunities
  • Share successful education and process improvement ideas in a team environment
  • Proactively share knowledge to ensure team objectives are met
  • Additional duties as assigned
  • LI-JHI JHC Investments
  • LI-JH

If you are ready to unleash your potential, its time to start your career with Manulife/John Hancock.

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers. As of December 31, 2018, we had over $1.1 trillion (US$794 billion) in assets under management and administration, and in the previous 12 months we made $29.0 billion in payments to our customers.

Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as MFC on the Toronto, New York, and the Philippine stock exchanges and under 945 in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

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