Drive client satisfaction as a Corporate Account Client Relationship Manager, focusing on corporate retirement arrangements. Build strong relationships with advisors and internal teams to ensure optimal outcomes. You will be responsible for managing relationships with Corporate Account clients, Advisors, and Consultants.

This role requires assessing client needs and providing tailored services while collaborating with sales leaders and internal teams. With a focus on profitability and client satisfaction, you'll play a key role in plan design and amendments. Key Responsibilities:
Maintain timely contact with clients and advisors
Assess client needs and introduce suitable services
Ensure overall profitability of client portfolios
Participate in critical plan review meetings
Collaborate with internal teams for client outcomes Requirements:
Bilingualism in French and English (oral and written)
At least 5 years in Client Relationship Management
Robust interpersonal and communication skills
Client-focused with problem-solving abilities
Broad knowledge of retirement savings regulations Utilize your relationship management skills to enhance client satisfaction in a agile corporate setting.

📌 Corporate Account Client Relationship Manager Montreal
🏢 Sun Life Financial
📍 Montreal