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
Robust 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 skilled 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