Client Service Relationship Manager
Core
Manage long-term relationships with plan sponsors and advisors to enhance workplace retirement program engagement and retention.
Role type
Client Service Relationship Manager (Group Savings & Retirement)
Builds
Workplace retirement programs and pension plans for organizations across Canada
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
pension plan expertise, client relationship management, training delivery, stakeholder management, business development support, strategic planning
Preferred skills
experience working with consultants or advisors, knowledge of legislative developments, presentation skills
Technologies
Microsoft Office (PowerPoint)
Responsibilities
Serve as dedicated point of contact for a portfolio of clients; Represent the company at client retirement committee and annual meetings; Provide comprehensive training on products and tools; Collaborate with the education team to increase pension plan participation; Partner with the Sales team to support business development presentations; Contribute to the development and improvement of service models.
Seniority
Mid-Senior, hands-on IC