Elevate client relationships in the bilingual National Small Business Consultant role with Manulife. Collaborate with sponsors and advisors while managing a portfolio of under $2M.
Join Manulife’s Client Relations team where your expertise in client relationship management will shine. This hybrid role emphasizes supporting plan implementation and promoting digital tools, fostering strong connections with sponsors and advisors. Your experience and analytical skills will be vital in overseeing plan amendments and contributing to innovative projects.
Key Responsibilities:
• Manage a portfolio of group retirement clients under $2M
• Ensure quality relationships with advisors and sponsors
• Partner with internal teams for plan implementation
• Promote digital tools and improve client processes
• Manage necessary plan changes and enhancements
Requirements:
• Fully bilingual in French and English
• Knowledge of the retirement plan industry preferred
• Universi...