Client Service Relationship Manager
J
JobgetherFinancial Services
This is a fully remote opportunity open to candidates anywhere in CanadaFull-TimeMiddle
Salary$70,000–$80,000 CAD per year
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Job Details
- Languages
- 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.
- Experience
- At least five years of experience in financial services, financial planning, customer service, or a related field
- Required Skills
- Business DevelopmentPresentation skillsPowerPointClient relationship management
Requirements
- Detailed knowledge of pension plans and technical expertise in group savings and retirement programs.
- At least five years of experience in financial services, financial planning, customer service, or a related field.
- University degree.
- Demonstrated experience in client relationship management and working with consultants, advisors, or other professional stakeholders.
- Advanced French proficiency for presentations, training, and client communication.
- Candidates based in Quebec must hold or be in the process of obtaining an AMF license for Group Savings & Retirement plans.
- Excellent communication, presentation, persuasion, and planning skills.
- Strong organizational skills and the ability to work independently.
- Proven ability to manage competing priorities and remain effective under pressure.
- Strong interpersonal skills for building trust with stakeholders.
- Excellent knowledge of Microsoft Office, particularly PowerPoint, for creating client materials.
Responsibilities
- Serve as the primary relationship contact for an assigned portfolio of clients across Canada, developing and strengthening trusted long-term partnerships.
- Represent the organization at client retirement committee meetings, annual meetings, and other stakeholder engagements, delivering professional presentations.
- Provide comprehensive training to new and existing clients on products, services, and tools.
- Manage client expectations through clear communication while responding proactively to questions and evolving requirements.
- Develop client-specific solutions aligned with available service capabilities.
- Collaborate with internal education and communications teams to drive engagement strategies and plan participation.
- Keep clients informed about legislative developments and product changes.
- Partner with Sales teams on business development and finalist presentations.
- Contribute to the continuous improvement of client service models and processes.
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