Elevate client satisfaction as a Client Relationship Manager in the Group Savings and Retirement sector. Join a collaborative team in Montreal, focusing on relationship management and client solutions.
In this crucial role, you will build long-term relationships with plan sponsors in Quebec and facilitate a superior client experience. Collaborate with internal teams, deliver training on products, and understand client needs to propose tailored solutions. You’ll also contribute to evolving service strategies while ensuring client engagement.
Key Responsibilities:
• Act as primary contact for clients in Quebec
• Conduct training on financial tools and products
• Propose solutions based on client needs
• Collaborate with teams for service strategy evolution
• Inform clients on product and regulatory changes
Requirements:
• 5+ years in financial services or retirement
• Strong relationship-building and communication skills
• Advanced proficiency in English ...