Client Relationship Manager

Base + Comm

This position oversees the pro-active client experience for Group Retirement Services customers. You will oversee targeted communications, implementations, project management and overall service delivery. This role encompasses a National Service Plan (NSP) to the customer by working in close collaboration with the client’s decision makers.

What you will do

• Full accountability of the client relationship including plan design, legislative, governance and investment discussions.
• Creating and maintaining an annual business plan.
• Collaborate with sales to support persistency and execution targets.
• Effectively highlight areas of opportunity and growth and action to capture those.
• Continuously assess the evolving needs of our customers and look for opportunities to cross sell products and services aligned to clients’ needs.
• Provide direct input into communication and education strategies.
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