Responsable Client Service Manager H/F

Youll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Discover how you can make a difference in the lives of individuals families and communities around the world.

Reporting to the National Director Client Relationships the incumbent will be responsible for establishing and maintaining client relationships for a portfolio of Advisors Clients and Consultants. The client base is composed of retirement arrangements that vary in design and consist of a broad range of products and investments offered by the division. Continuously assess the evolving needs of the client/advisor and introduce services or product solutions to meet those needs over time
Accountable for the adherence to the service model framework contributing to the overall profitability of the clients
Participate in plan review meetings and consult on plan amendment and design changes
Actively participate with the sales leader in the sales process (i.e. contribute to developing proposal for services attend short list presentations to describe GRS client relationship process as well as key client services)
Partner with Advisors Clients and Consultants to support and manage the resolution of any barriers or issues that arise in their retirement program
Create a positive service experience with Sun Life as their GRS provider and develop a mutual partnership
As this position is posted in several locations we specify that bilingualism (French English both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Proven record in the Client Relationship Management field with minimum of 5 years working with pension and group savings clients
Broad knowledge of the services provided by record-keeping organizations such as Sun Lifes Group Retirement Services
Extensive knowledge of the legislation governing retirement savings programs at both the federal and provincial levels as well as a solid understanding of emerging regulatory trends and the implications for clients
Assets:
A professional designation associated with the group retirement services industry (e.g. Access to a vehicle as travel might be required

The opportunity to move along a variety of career paths with amazing networking potential
Flexible Benefits from the day you join to meet the needs of you and your family
The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other addition to Base Pay eligible Sun Life employees participate in various incentive plans payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business our Clients and you! Sales - Client Relationship Management
Posting End Date: