Desjardins

Account Manager, Group Retirement Savings

Desjardins

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

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About the role

  • Maintain outstanding relationships between GRS and the client and advisors/consultants with the CRM.
  • Attend client meetings as required with the CRM, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities.
  • Provide support to the CRM on identified requests/projects for strategic clients which will require collaborating with internal partners.
  • Understand and review industry trends and stay current on new or modified products and services to help support the CRM.
  • Identify possible best practices for our clients.
  • Take ownership for submitting identified requests, such as marketing or education, to support client initiatives which will include peer reviews.
  • Participate and contribute to internal projects with the objective of bringing the client perspective to the conversation.
  • Support the resolution of issues with the help of internal teams, inform them of potential problems and make recommendations to improve client satisfaction.

Requirements

  • Bachelor's degree in a related field
  • A minimum of five years of relevant experience
  • Holds a Certified Employee Benefit Specialist (CEBS), Canadian Securities Course (CSC) and/or Life Licence Qualification Program (LLQP)
  • Proficiency in English due to the nature of the duties or work tools or because the position involves interactions with English speaking partners, members and/or clients
  • Advanced intermediate knowledge with project management or account management
  • Intermediate knowledge of pension industry including pension products and legislation
Benefits
  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementaccount managementclient relationship managementstrategic client supportbest practices identificationissue resolution
Soft Skills
relationship buildingcollaborationcommunicationproblem solvingclient satisfaction focus
Certifications
Certified Employee Benefit Specialist (CEBS)Canadian Securities Course (CSC)Life Licence Qualification Program (LLQP)