Drive client satisfaction as a Corporate Client Relationship Manager, focusing on pension and group savings solutions. Leverage your 5+ years of experience to build robust relationships and assess client needs. In this pivotal role, you will establish and maintain connections with a portfolio of Corporate Account clients, Advisors, and Consultants.

Your high-level organizational skills will enable you to address evolving client needs, ensuring loyalty and satisfaction. Collaborate with sales teams to introduce creative solutions and participate in plan design meetings, all while driving portfolio profitability. Key Responsibilities:
Maintain proactive contact with Corporate Account clients
Assess and respond to client needs with effective solutions




Consult during plan review meetings and amendments
Collaborate closely with internal teams for optimal outcomes
Partner with sales leaders to enhance the sales process Requirements:
5+ years in Client Relationship Management
Solid negotiation and problem-solving skills
Solid understanding of retirement savings legislation
Knowledge of record-keeping service offerings
Professional designation in retirement services preferred Utilize your expertise in client relationships and pension solutions to deliver exceptional service.

📌 Corporate Client Relationship Manager Role Montreal
🏢 Jobtailor
📍 Montreal