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Job Title :
Managed IRA Case Manager - Portsmouth, NH
Job ID :
Category :
Business Operations
Location :
Portsmouth, New Hampshire US
Job Type :
Full Time
Posted On :
Job Description :

Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations. We currently have two of these positions available.


  • Staffs an incoming 800 telephone line
  • Provide informational assistance to customers on digital platform
  • Initiates resolution cases
  • Submits transactions
  • Communicates case results via phone or email, as needed
  • Performs research and provides account information for end clients
  • Liaison between external partners and internal departments and business units for the research and resolution of client issues
  • Works in a team-based environment with shared goals 
  • Prior experience as Customer Service Rep in a Contact Center.
  • Proven writing skills and ability to provide feedback, written and verbal.
  • Strong knowledge of SharePoint navigation.
  • Established knowledge of mutual fund industry products. 
  • Minimum 1 year financial services experience preferred.
  • BA/BS Degree or some post-secondary education required.
  • Ability to multi-task.
  • Ability to provide feedback effectively and with tact.
  • Prioritization/time management skills.
  • Self-starter.
  • Knowledge of Service Operations functions/legals.
  • Performs as an individual contributor and must also be able to work effectively as part of a team.
  • Leverages skills, experience and networks to assist staff to meet aggressive performance and professionalism benchmarks.
  • Initiates and participates in procedural changes as needed. Represents the unit in focused working groups to enhance collaboration.


About John Hancock Financial and Manulife
John Hancock is a division of Manulife Financial Corporation, a leading international financial services group that helps people achieve their dreams and aspirations by putting customers’ needs first and
providing the right advice and solutions. We operate primarily as John Hancock in the United States, and Manulife elsewhere. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were over $1 trillion (US$806 billion) as of September 30, 2017. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at
One of the largest life insurers in the United States, John Hancock supports approximately 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and college savings plans. We also offer advice through Signator, a network of independent financial advisors. Additional information about John Hancock may be found at
Agency submissions and contacts are by invitation only and must be initiated by John Hancock's Recruiting Department only.  Unsolicited agency submissions will not be honored.

Business Operations
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