The Client Relationship Manager (CRM) is responsible for the plan sponsor experience, retention, and relationship building. The CRM will represent iA Financial Group and interact with our plan sponsors and plan advisors/consultants when speaking to our products, tools and services.
Under the supervision of the Manger of Client Relationships, the successful candidate will be a key contributing member of our group retirement service team by:
Being the dedicated point of contact for our valued clients in region developing, managing and building a valuable client relationship. Participating in the client’s retirement committee meetings, annual meetings and/or employee meetings.
Providing new clients or existing clients a thorough training on our services, tools and the products they have.
Managing the client expectations by using strong and effective communication skills.
Being responsible for understanding the needs of the client, finding a resolution that will satisfy the clients need while respecting iA’s capabilities and service standards.
Working on communication plans with the education team in order identify the any needs, improvements or opportunities to increase participation and/or member engagement in the pension program.
Proactively communicating and informing to your block of clients on our products, services and/or any legislative changes or new that affect their pension program.
Working with our Sales team to develop new business by practicing and actively participating in finalist presentation to any new prospective client.
Developing, implementing and maintaining our service model and strategies.
Working alongside other CRMs in internal meetings and workshops to share experiences, knowledge and insightful tips to make everyone successful.
Skills & Experience required:
At least 2 years pension knowledge and experience with strong technical skills
Experience and understanding of the Lean Philosophy – A3’s, Kaizens and DMS’s
Excellent communication, presenting, persuasion and planning skills.
Ability to work under pressure
Highly organized self-starter with the ability to work in a team environment
Consultant/Advisor and client relationship management experience.
Ability to build relationships and trust with key internal and external stakeholders.
University degree (BA) and 5 years of experience in financial services, financial planning and customer services
Excellent knowledge of Microsoft Office including PowerPoint
Canadian securities course, or mutual fund license or CFP or life insurance license
Our employees are our best investment and we have much to offer them.
iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here. Someone from our team will be happy to assist you.