Manager, Client Relations and Support
Core
Leading a national team of Client Relationship Specialists, Small Business Relationship Managers, Pension Service Coordinators, and Sales Support Analysts to deliver exceptional client and advisor experiences, support retention and growth, and ensure service excellence in the Canada Retirement business.
Role type
Senior IC manager (client relations and support)
Builds
Client relationships, small business adoption of retirement solutions, and operational service delivery for retirement clients and advisors across Canada.
Domain
Financial services / Retirement planning
Deliverable
client delivery
Required skills
Team leadership and coaching, client relationship management, process improvement, operational performance monitoring, change management, risk and compliance awareness, analytical skills, Microsoft Office proficiency
Preferred skills
Bachelor's degree in Business/Finance, Industry designations (CEBS, RPA, CSC)
Technologies
Microsoft Office (Copilot Premium), AI and automation tools
Responsibilities
Lead and coach a national team supporting retirement clients and advisors; Monitor sales activity and pipeline management for small business units; Oversee shared mailbox management and workflow distribution; Drive continuous improvement initiatives and champion AI/automation adoption; Ensure adherence to company policies and regulatory requirements.
Seniority
Manager, hands-on leadership