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Customer Service Director, Group Retirement Plan
2 weeks ago
A career as a Customer Service Director within the Group Retirement Plan team at National Bank Trust means managing a remotely handled portfolio of clients and optimizing their group retirement plans to maximize performance. You position yourself as a trusted partner to enhance the value and efficiency of these plans while delivering a smooth and motivating experience for employees.
This role allows you to play a key part in our organization thanks to your leadership in portfolio management, your ability to develop strategic client relationships, and your expertise in group retirement plans.
Your Role
- Manage a portfolio of clients remotely and support plan sponsors in analyzing and optimizing existing plans to increase participant enrollment and contributions.
- Propose and implement creative strategies to maximize plan value and meet clients' evolving needs.
- Build and maintain strong relationships with clients and stakeholders, ensuring a seamless and personalized experience.
- Train administrators and organize educational sessions for employees to foster understanding and engagement.
- Oversee administrative activities related to plan management and ensure compliance with regulatory requirements.
Your Team
Within the Group Retirement Plan sector, you will be part of a dynamic team of 10 colleagues and report to the Group Retirement Plan Director. Our team stands out for its exemplary client care and proactive collaboration, making it a model of synergy within the organization.
We aim to offer you maximum flexibility to support your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule. The Bank values continuous development and internal mobility. Our personalized training programs, based on learning by doing, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Requirements
- Hold a bachelor's or master's degree related to the field and have at least 6 years of relevant experience.
- Possess the group annuity license (an asset) or commit to obtaining it within 6 months of hire.
- Master sales strategies and have solid experience in customer service.
- In-depth knowledge of the group retirement plan industry.
- Ability to manage priorities and deliver professional presentations.
Your benefits
In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates What can you bring to our team?
Come live your ambitions with us
Additional required languages: English, French
