Associate Client Manager

1 week ago

Toronto, Canada LifeWorks Full time

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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