Client Services Coordinator- Permanent Part-Time

This position oversees the pro-active client experience for Group Retirement Services customers. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by working in close collaboration with the client’s decision makers

Collaborate with sales to support persistency and execution targets.
Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients’ needs.
Meets with client/partner teams on a monthly/quarterly basis to monitor service deliverables and assess needs (i.e., Lead and handle project management, marketing, communication projects, changes to HRIS or other systems
Participates in head office advisory field committees
Is a peer resource for other team members and is involved in their training and development.

5+ years of experience in Group Retirement services and/or Financial services

• CFP considered an asset
• High level of Group Retirement technical expertise CEBS designation an asset
• Post-secondary education in a related field demonstrating knowledge and understanding of business principles
• Highly skilled in networking and building connections
• A career progression that demonstrates a strong understanding of group retirement customers, products, and processes along with success in servicing a large customer base
• Ability to communicate effectively (verbally and in writing) demonstrating a polished, professional manner and ability to listen, negotiate and collaborate
• Proficiency with MS Office programs (Word, Excel & PowerPoint)
• Organizational talent showing skill in self-management, prioritization and success meeting tight deadlines and follow though
• Valid driver’s license and vehicle are necessary due to the travel requirements

This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
Financial Security: Company-matching pension plan, share ownership program and additional investment options.
Employee recognition programs, service milestone celebrations, employee discounts and more!
Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
All information provided will be handled in accordance with applicable laws and Canada Life policies.