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Group Retirement Client Relationship Manager
Job Description & How to Apply Below
As a Group Retirement Client Relationship Manager, you will shape the plan sponsor experience, support retention, and build trusted relationships. You will represent iA Financial Group with plan sponsors and plan advisors or consultants. The role reports to the Manager of Client Relationships and requires organization, communication, problem-solving, and analytical skills.
Key Responsibilities:
Manage client relationships as a dedicated point of contact
Participate in retirement committee, annual, and employee meetings
Train clients on products, services, and tools
Resolve client needs within service standards
Develop communication plans with the education team
Requirements:
Five years’ financial services or customer service experience
Detailed pension knowledge and strong technical skills
Strong communication, presentation, planning, and persuasion skills
Microsoft Office proficiency and ability to learn systems
Relevant securities, mutual fund, CFP, or insurance license
Apply your pension knowledge, communication strengths, and relationship-building abilities as an iA Financial Group client manager.
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