Client Service Relationship Manager

Accountabilities:

• Serve as the primary relationship contact for an assigned portfolio of clients across Canada, developing and strengthening trusted long-term partnerships while ensuring a consistently high level of service.
• Represent the organization at client retirement committee meetings, annual meetings, employee meetings, and other stakeholder engagements, delivering clear and professional presentations on retirement programs and related services.
• Provide comprehensive training to new and existing clients on available products, services, and tools, adapting communication and training approaches to different audiences and levels of expertise.
• Manage client expectations through clear, timely, and effective communication while responding proactively to questions, concerns, and evolving client requirements.
• Develop a strong understanding of client needs and identify appropriate solutions that support their objectives while remaining aligned with available capabilities and service standards.
• Collaborate with education and communications teams to develop engagement strategies and identify opportunities to increase pension plan participation, employee understanding, and member engagement.
• Keep clients informed about relevant products, services, legislative developments, and other changes that could affect their group savings and retirement programs.
• Partner with Sales teams on business development activities, including preparing for and participating in finalist presentations and supporting opportunities with prospective clients.
• Contribute to the development, implementation, and continuous improvement of client service models, strategies, processes, and practices.
• Participate in internal meetings and workshops with other relationship managers to exchange knowledge, share experiences, and identify effective practices that can improve client service and relationship management.

Requirements

• Detailed knowledge of pension plans and strong technical expertise in group savings and retirement programs, with the ability to explain complex concepts clearly to clients, advisors, consultants, and other stakeholders.
• At least five years of experience in financial services, financial planning, customer service, or a related field, combined with a university degree.
• Demonstrated experience in client relationship management and working with consultants, advisors, or other professional stakeholders.
• Advanced French proficiency is required, as the role involves regularly presenting products, services, and tools, facilitating training sessions, participating in client meetings, and communicating retirement-plan information to stakeholders across Canada.
• Candidates based in Quebec must hold a license for Group Savings & Retirement plans from the Autorité des marchés financiers or be in the process of obtaining the required license.
• Excellent communication, presentation, persuasion, and planning skills, with the ability to influence stakeholders and build credibility across a diverse client base.
• Strong organizational skills and a proactive approach, with the ability to work independently while also contributing effectively within a collaborative team environment.
• Demonstrated ability to remain effective under pressure, manage competing priorities, and maintain a high level of professionalism in client-facing situations.
• Strong relationship-building and interpersonal skills, with the ability to establish trust with both internal and external stakeholders.
• Excellent knowledge of Microsoft Office, particularly PowerPoint, with the ability to prepare polished presentations and client-facing materials.

Benefits

• Typical hiring range of $70,000–$80,000 CAD per year, with the final base salary determined according to knowledge, skills, years of experience, and internal equity.
• Flexible group insurance coverage supporting a broad range of health and wellness needs.
• Competitive pension plan to support long-term financial security.
• Employee stock purchase plan providing an opportunity to participate in the organization's financial growth.
• Vacation time and wellness/personal development days supporting work-life balance and continued growth.
• Access to telemedicine services and an employee and family assistance program.
• Ergonomic furniture program designed to support a healthy and comfortable remote working environment.
• Performance-based bonus opportunity in addition to base compensation.
• Discounts on available financial and insurance products.
• Fully remote position open to candidates anywhere in Canada, offering flexibility while supporting collaboration with teams and clients nationwide.
• A learning-focused environment that encourages professional development, innovation, collaboration, and continuous improvement.
• Inclusive workplace committed to creating a healthy, safe, fair, and respectful environment where employees can develop their potential.