Advisor Support Specialist

The role is responsible for managing billing exceptions, delinquent contract tracking, and recovery processes for plan-related fees. This includes processing write-offs, calculating proportional deductions, reconciling billing reports, and ensuring accurate application of payments. The position also involves client communication, issue resolution, and coordination with internal teams to maintain compliance and operational efficiency.

Position Responsibilities

• Process write-off exceptions, billing transactions (e.g., CACT-PCRC), payment corrections, and recovery method changes for delinquent contracts and billed charges.
• Monitor delinquent GA and annual admin fee contracts, track overdue accounts, and send client notifications and email reminders based on aging thresholds.
• Calculate proportional (pro-rata) deductions from participants’ assets for delinquent GA/AAF contracts and update recovery methods to enable automatic charge deduction...

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Submit your application today and join our talented team at Manulife Financial.