Client Relationship Executive

2 weeks ago

Toronto, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

Hybrid

**This is a hybrid based role.**

This is an opportunity to join the Canada Retirement team at Manulife. The CRE is a key field office relationship management role supporting the overall client experience and retention of our largest corporate clients at their place of business. The CRE is accountable to support the sales team by participating in formal and informal presentations promoting our capabilities and services to both new and existing clients.

Reporting to the National Vice President, Client Management, this position will interact with plan sponsors and plan consultants/advisors explaining our products, tools and services. The incumbent is also responsible for plan changes working with other teams to facilitate amendments, fund changes, fee negotiations and education needs for the management of an existing block of business through post-sale service satisfaction, resulting in high client retention for Canada Retirement.

Manulife Canada Retirement division is a leading provider of group retirement savings plans for businesses across Canada. Our plans include Registered Retirement Savings, Defined Contribution, Registered Pension, Deferred Profit Sharing, and Employee Share Ownership programs.

This position requires occasional travel.

**Responsibilities**
- Understand the client’s business needs and build strong client relationships through effective and proactive service along with efficient and accurate handling of reactive requests
- Participation as a supporting member of the pre-sale process for Pension products and services.
- Participation in the installation process by working closely with Plan Sponsors, Consultants/Advisors and Head Office Implementation Team
- Participate in projects as the need arises.
- Conduct Plan Administrator training
- Provide service according to the Canada Retirement published service model
- Provide on-going service improvement recommendations
- Support the Plan Sponsor with fulfilling Plan Governance guidelines
- Participate in pension committee and investment review meetings
- Proactively search and work to increase assets and cultivate client relationships
- Provide support and information to the Financial Education team and/or National Education Consultant team for ongoing education needs

**Qualifications**:

- Experience in the Canadian pension industry
- Undergraduate degree preferred (business, economics or finance preferred)
- Knowledge of group retirement and non-registered savings plans
- Understanding of pension and investment regulations and legislation
- Strong mathematical proficiency is preferred
- CEBS - RPA Designation would be an asset
- Bilingual French/English would be an asset

**Attributes**:

- Outstanding interpersonal skills
- Proven ability to set priorities, meet goals, work independently, successful in a team-focused work environment.
- Proven problem-solving and analytical skills
- Outstanding written & verbal communication skills.
- Outstanding presentation skill in a group setting

**About John Hancock and Manulife**

**Manulife is an Equal Opportunity Employer**

**Salary & Benefits**

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short

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