Experienced Client Relationship Manager Role
I
iA Financial Group (Industrial Alliance)
📍 toronto, on, Canada
Job Description
Join iA Financial Group as an Experienced Client Relationship Manager, where you will drive client engagement in the retirement savings sector. Collaborate with plan sponsors to create lasting business relationships.
This role is essential in enhancing client satisfaction among plan sponsors and advisors. You'll leverage your five-plus years of experience in financial services to deliver strategic guidance and training. Your expertise will contribute to improving service quality and fostering a collaborative environment.
Key Responsibilities:
• Maintain relationships with plan sponsors and advisors
• Offer clear training on retirement programs
• Assess client needs and propose effective solutions
• Work with internal partners to boost member engagement
• Contribute to improving our service model
Requirements:
• At least 5 years in financial planning or services
• Strong understanding of retirement savings ...
This role is essential in enhancing client satisfaction among plan sponsors and advisors. You'll leverage your five-plus years of experience in financial services to deliver strategic guidance and training. Your expertise will contribute to improving service quality and fostering a collaborative environment.
Key Responsibilities:
• Maintain relationships with plan sponsors and advisors
• Offer clear training on retirement programs
• Assess client needs and propose effective solutions
• Work with internal partners to boost member engagement
• Contribute to improving our service model
Requirements:
• At least 5 years in financial planning or services
• Strong understanding of retirement savings ...