Bilingual Implementation Specialist
Core
Implement new business for mid-case clients into Group Retirement Services and project manage complex amendments, plan changes, and fund rationalizations for large-case clients.
Role type
Senior Implementation Specialist (Project Management & Consulting)
Builds
Group Retirement plan implementations and amendments for mid-to-large case clients
Domain
Financial Services / Group Retirement / HR Services
Required skills
Group Retirement product knowledge, Contract provisions knowledge, Project management, Bilingual communication (French/English), Client relationship management, Plan setup coordination
Preferred skills
Negotiation, Problem-solving, Analytical skills, Attention to detail, Large case market understanding
Technologies
Windows-based software (Word, Excel)
Responsibilities
Create implementation schedules, Act as primary contact for clients during implementation, Coordinate client meetings, Track and report project status, Escalate significant barriers, Manage initial enrolment periods, Liaise with internal teams to resolve issues
Seniority
Mid-to-Senior, hands-on IC