Senior Native Engineer building iOS and Android experiences and partner integrations for Thumbtack’s home - services marketplace. Shaping GenAI strategy and shipping consumer - facing mobile features end - to - end.
IA
Group Retirement Client Relationship Manager
Posted 18 hours ago
About the role
- Group Retirement Client Relationship Manager serving Canadian pension-plan sponsors at iA Financial Group. Managing client relationships, pension communications, training, retention, and advisor collaboration.
Responsibilities
- Serve as the dedicated point of contact for clients, developing, managing, and building client relationships
- Participate in client retirement committee, annual, and employee meetings
- Train new and existing clients on services, tools, and products
- Manage client expectations through strong and effective communication
- Understand client needs and find resolutions that satisfy those needs while respecting company capabilities and service standards
- Develop communication plans with the education team to identify needs, improvements, and opportunities to increase pension-program participation and member engagement
- Proactively communicate product, service, legislative, and other updates affecting clients’ pension programs
- Work with the Sales team to develop new business and participate in finalist presentations for prospective clients
- Develop, implement, and maintain the service model and strategies
- Collaborate with other Client Relationship Managers in internal meetings and workshops to share experiences, knowledge, and tips
Requirements
- Highly organized self-starter with the ability to work in a team environment
- Ability to build positive relationships and resolve complex client situations
- Strong analytical, research, and problem-solving skills
- Excellent communication, presenting, persuasion, and planning skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Office and ability to quickly learn new systems and technologies
- 5 years of experience in financial services, financial planning, and customer services
- Detailed pension knowledge and experience with strong technical skills
- Canadian securities course, or mutual fund license, or CFP, or life insurance license
- Bilingualism in French, both verbal and written, would be an asset
- Valid driver's license and reliable access to a vehicle required
Benefits
- A work environment where learning and development merge with a collective pursuit of excellence
- AI in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth
- A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
- The opportunity to work remotely or from Waco, Texas, based on the position’s location parameters
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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