Client Relationship Manager
$92,900–$142,900 year
HybridVancouver, British Columbia, Canada
EXPIREDVancouver, British Columbia, CanadaHybridFull Time$92,900–$142,900 yearEnterprise
Full TimeEnterprise
Job Summary
Manage corporate client relationships and retention by proactively addressing reactive requests while supporting the sales team with formal presentations and product explanations. Facilitate plan changes, amendments, and fee negotiations to ensure post-sale service satisfaction and governance compliance. Participate in pre-sale processes, installation projects, and plan administrator training, while proactively searching for assets to increase client value. Provide ongoing service improvement recommendations and support the Financial Education team with consultant needs.
Required Qualifications
- Experience in the Canadian pension industry
- Valid driver's license
- Ability to travel approximately 25% of the time
Desired Qualifications
- Undergraduate degree preferred (business, economics or finance preferred)
- Knowledge of group retirement and non-registered savings plans
- Understanding of pension and investment regulations and legislation
- Strong mathematical aptitude is preferred
- CEBS would be an asset
- RPA Designation or willing to obtain within 18 months
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