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Client Relationship Manager

Company Overview

Our client is an established Vancouver-based full-service retirement consulting firm. 

Job Summary

As a key member of the Group Retirement Team, you'd be responsible for providing group client service and support to clients. The role will have direct client contact, and will also support the sales and service role of other team members.

Responsibilities and Duties

  • Execute an effective customer service plan
  • Ensure all client documents are current
  • Prepare RFP's on behalf of clients
  • Complete processes to ensure adherence to all regulatory and compliance requirements
  • Advise clients, provide investment and retirement counsel
  • Support the team as required

Qualifications and Skills

  • Minimum 3 years experience serving clients in the investment industry
  • Business, finance or accounting degree
  • Life licensed, or the ability to become licensed
  • Working knowledge of retirement plan regulatory requirements
  • Working towards CFP or CEBS designation an asset
  • Demonstrated success in investment industry sales is an asset

Benefits and Perks

  • Competitive Base Salary
  • Performance Bonus
  • Group RRSP
  • Employee Assistance Program
  • Benefit Plan
  • Tuition Reimbursement, and more
  • Professional and progressive office environment

Send your resume today! No cover letter is required.

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