Group Retirement Client Relationship Manager
Core
Manage plan sponsor experience, retention, and relationships for group retirement products and services.
Role type
Group Retirement Client Relationship Manager
Builds
Group retirement pension programs and related services for plan sponsors
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
client relationship management, problem-solving, communication, presentation, planning, analytical skills, Microsoft Office proficiency
Preferred skills
bilingualism (French), valid driver's license, vehicle access
Technologies
Microsoft Office, internal pension systems
Responsibilities
Serve as dedicated point of contact for clients; participate in client retirement committee and annual meetings; provide training on services and products; manage client expectations; develop communication plans to increase member engagement; inform clients on legislative changes; collaborate with sales team on new business presentations; develop and maintain service models.
Seniority
Mid-level, hands-on IC