Client Relationship Manager - Group Savings and Retirement
Core
Managing relationships with plan sponsors in the group savings and retirement sector to ensure client satisfaction and retention.
Role type
Client-facing account management specialist
Builds
Long-term client relationships and tailored financial solutions
Domain
Financial services, group savings, and retirement planning
Deliverable
client delivery
Required skills
relationship building, client needs analysis, product training, regulatory compliance knowledge, business collaboration, strategic service development
Preferred skills
financial education, internal team collaboration, best practice sharing
Technologies
pension committee management tools, employee session platforms
Responsibilities
Act as primary contact for clients in Quebec, participate in client meetings (pension committees, annual meetings), provide training on products and services, understand client needs and propose tailored solutions, collaborate with internal teams, inform clients of product or regulatory changes, participate in member engagement initiatives
Seniority
Mid-Senior, individual contributor