Client Relationship Manager
Core
Resolve technical problems and facilitate the Asset Transfer process to ensure smooth client onboarding, disbursements, and retention within the retirement fund industry.
Role type
Senior IC client services and administration specialist
Builds
End-to-end finalization of client instructions, queries, and complaints for retirement funds
Domain
Financial Services / Retirement Funds
Deliverable
client delivery
Required skills
Retirement Fund administration, Pension Funds Act compliance, FICA/FAIS regulatory adherence, complex problem resolution, client complaint management, administrative process execution, legislation interpretation
Preferred skills
Bachelor's degree, MS Suite proficiency, consultative selling, CRM software usage
Technologies
CRM Software, Administration systems
Responsibilities
Support and enable the Asset Transfer process; deal with escalated client queries or complaints; comply with Pension Funds Act and Fund Rules; resolve technical and complex administrative problems; manage reputational risk associated with complaints; render effective administrative service for client onboarding and disbursements; collaborate with Compliance, Risk, and Operations for remediation activities.
Seniority
Mid-level, hands-on IC