Associate Client Manager
2 weeks ago
TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
As the Associate Client Manager you will lead a team with 3 to 5 clients and ensure successful day to day operations and client satisfaction.
**Responsibilities**:
- Ensures all day to day activities are completed by the team.
- Ensures all year end activities are completed such as tax slips, statements and other reporting
- Provides regular and ad hoc reports for clients.
- Receives and responds to client inquiries and requests.
- Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
- Ensures all audit and reconciliations are completed on a monthly basis.
- Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
- Attends internal training sessions to build knowledge of industry topics and trends.
- Ensures that quality control and service standards are attained with every transaction performed by the team.
- Understands the client’s perspective and priorities.
- Acts as a back-up, responding to in-bound calls from members and clients.
- Participates on special projects as required.
Succeeding as an Associate Client Manager will require the following core qualifications and skills:
- Excellent written and oral communication skills
- Knowledge of CAP Plans
- 3 to 5 years’ experience working in a customer-focused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.
- Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
- Excellent time management skills, and the ability to manage multiple assignments.
- Ability to motivate and engage team members.
- Great training and leaderships skills
- Excel and MS word skills
- Excellent presentation skills
Where permitted by law, company employees must be fully immunized to access a TELUS Health or LifeWorks office or customer premises.
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