Client Relationship Manager - Sun Life, Montreal

Position Summary

At Sun Life, you'll find an environment that encourages, empowers, and challenges you to be your best self. Work alongside dynamic colleagues and inspiring leaders who support your growth, helping you make life brighter for our clients. Sun Life is driven by its Purpose: helping clients achieve lifetime financial security and live healthier lives, guided by values of caring, authentic, bold, inspiring, and impactful.

As a Client Relationship Manager, you will be instrumental in establishing and maintaining key client relationships for a diverse portfolio of Corporate Account clients, Advisors, and Consultants. This client base primarily involves retirement arrangements varying in design, utilizing a broad range of products and investments offered by Sun Life's Group Retirement Services division. You will frequently interact with Advisors and plan sponsors, ensuring their evolving needs are met through our comprehensive services.

Responsibilities

In this pivotal client-facing role, your responsibilities will include ensuring client satisfaction and loyalty, proactively addressing needs, and contributing to the overall success of the client relationship.

• Maintain reactive contact with the clients/advisor to ensure satisfaction and loyalty
• Continuously assess the evolving needs of the client/advisor and introduce services or product solutions to meet those needs over time
• Accountable for the overall profitability of the clients
• Participate in plan review meetings and consult on plan amendment and design changes
• Actively participate with the sales leader in the sales process (i.e., contribute to developing proposal for services, attend short list presentations to describe GRS' client relationship process as well as key client services)
• Work closely with all internal teams to ensure the best client outcome

What You'll Bring

To succeed in this Client Relationship Manager role at Sun Life, you will bring a blend of strong interpersonal skills, business acumen, and a deep understanding of group retirement services and relevant legislation.

• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
• Superior organizational skills and the ability to follow through
• Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients
• Demonstrated strong interpersonal and communication skills
• Strong problem-solving skills with the ability to quickly and effectively resolve client concerns
• Strong client focus
• Highly motivated, independent self-starter with strong business acumen and negotiation skills
• Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services
• Extensive knowledge of the legislation governing retirement savings programs at both the federal and provincial levels as well as a solid understanding of emerging regulatory trends and the implications for clients

Assets that will further support your success in this role include:

• A professional designation associated with the group retirement services industry (e.g., RPA, IFIC, CSC, other)
• Group License