Enhance client loyalty as a Client Relationship Specialist focused on retirement services. Bring your expertise in pension and group savings to establish lasting relationships with strategic clients. This role involves managing a portfolio of Corporate Account clients while ensuring responsive support and satisfaction.

You will continually assess client needs and introduce tailored solutions, as well as participate in plan reviews and consultations. Your robust organizational skills will play a critical role in achieving profitability within your portfolio. Key Responsibilities:

- Establish and nurture relationships with Corporate Account clients
- Introduce product solutions aligned with client needs
- Participate in plan amendment consultations and meetings
- Work with internal teams to deliver excellent service
- Engage with the sales process to enhance opportunities Requirements:
- Minimum 5 years in Client Relationship Management
- Expertise in pension and group savings
- Deep knowledge of regulatory trends
- Superior organizational and negotiation skills
- Relevant professional qualifications are an asset Leverage your client management expertise to drive exceptional results in retirement services.

📌 Client Relationship Specialist for Retirement Services (Montreal)
🏢 Jobtailor
📍 Montreal