- Establish and maintain client relationships for a portfolio of Corporate Account clients, Advisors and Consultants
- Maintain responsive contact with the clients/advisor to ensure satisfaction and loyalty
- Continuously assess the evolving needs of the client/advisor/consultant and introduce services or product solutions to meet those needs over time
- Accountable for the overall profitability of the portfolio, assessing appropriate proactive initiatives
- Participate in plan review meetings and consult on plan amendment and design changes
- Actively participate with the sales leader in the sales process
- Work closely with all internal teams to ensure the best client outcome Requirements - Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients
- Superior organizational skills and the ability to follow through
- Strong problem solving skills with the ability to quickly and effectively resolve client concerns
- Highly motivated, independent self-starter with strong business acumen and negotiation skills
- Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services




- Extensive knowledge of the legislation governing retirement savings programs at both the federal and provincial levels as well as a solid understanding of emerging regulatory trends and the implications for clients
- A professional designation associated with the group retirement services industry (e.g. RPA, IFIC, CSC, other) is an asset Core Competencies Demonstrates expertise in Client Relationship Management, with a robust focus on pension and group savings clients. Possesses extensive knowledge of retirement savings legislation and regulatory trends, ensuring optimal client solutions and satisfaction. Highest-signal resume keywords - Client Relationship Management
- Pension and Group Savings Expertise
- Regulatory Knowledge
- Negotiation Skills
- Organizational Skills ATS Optimization Keywords Hard Skills - Client Portfolio Management
- Plan Review Consultation
- Product Solution Introduction
- Profitability Assessment
- Legislation Compliance Soft Skills - Problem Solving
- Self-Starter
- Business Acumen Certifications & Qualifications - RPA
- IFIC
- CSC Industry Keywords - Retirement Savings Programs
- Record-Keeping Organizations
- Emerging Regulatory Trends
- Client Satisfaction
- Sales Process Participation

📌 Client Relationship Manager (Montreal)
🏢 Jobtailor
📍 Montreal