Client Relationship Manager

Manulife Financial; Waterloo; Hybrid; CAD 85,000 - 135,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

Mental health benefits

Disability insurance (short-term)

Disability insurance (long-term)

Life insurance

AD&D insurance

Pension / retirement savings plans

Global share ownership plan

Paid time off (holidays, vacation,个人,

Job summary

Manulife Canada Retirement invites applications for a CRM-focused role focused on relationship management, service delivery, and post-sale support for a block of corporate clients. The role emphasizes proactive client service, plan changes coordination, and collaboration with sponsors/advisors and internal teams.

The successful candidate will have pension industry experience, an undergraduate degree, and strong numerical skills; CEBS or RPA designations are advantageous.

Qualifications

• Experience in the Canadian pension industry.
• Undergraduate degree in business, economics, or finance.
• Knowledge of group retirement and non-registered savings plans.
• Understanding of pension and investment regulations and legislation.
• Strong mathematical aptitude is preferred.
• CEBS would be an asset.
• RPA designation or willingness to obtain within 3 years.

Responsibilities

• Understand the client’s business needs and build strong client relationships through proactive service and accurate handling of requests.
• Participate as a supporting member of the pre-sale process for Pension products and services.
• Participate in installation by working with Plan Sponsors, Consultants/Advisors and Head Office Implementation Team.
• Participate in projects as required.
• Conduct Plan Administrator training.
• Provide service according to the Canada Retirement 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 nurture client relationships.
• Provide support to Financial Education teams for ongoing education needs.

Skills

Client relationship management

Presentation skills

Team collaboration

Strong mathematical aptitude

Education

Undergraduate degree in business/economics/finance

CEBS designation (asset)

RPA designation or willingness to obtain in 3 years

Job description

This is an opportunity to join theCanada Retirement team at Manulife. The CRM is a key field office relationship management role supporting the overall client experience and retention of corporate clients at their place of business. The CRM 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. While accountable to support the sales team, this is not a sales position.

CRM 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.

Position 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 required.
• 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 nurture 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 aptitude is preferred
• CEBS would be an asset
• RPA Designation or willing to obtain within 3 years

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$85,300.00 CAD - $135,300.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.