Client Relationship Manager

Client Relationship Manager page is loaded

Client Relationship Manager

Apply locations: CAN, British Columbia, Vancouver, 1095 West Pender Street, Suite 1920

Time type: Full time

Posted on: Posted 3 Days Ago

Time left to apply: End Date: May 10, 2025 (26 days left to apply)

Job requisition id: JR25040471

This is an opportunity to join the Canada 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.

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:

• Bilingual (English & French) is an asset but not required
• Experience in the Canadian pension industry
• Undergraduate degree preferred, or equivalent years experience
• Knowledge of group retirement and non-registered savings plans
• Understanding of pension and investment regulations and legislation
• Strong mathematical aptitude is preferred
• CEBS - RPA Designation would be an asset

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

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 recruitment@manulife.com.

Primary Location:

CAN, British Columbia, Vancouver, 1095 West Pender Street, Suite 1920

Working Arrangement:

Hybrid

Salary range is expected to be between:

$86,250.00 CAD - $155,250.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

About Us

We're Manulife. And we’re on a mission to make decisions easier and lives better.

Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future.

Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

We’re proud of our accomplishments and recognitions. Recent awards include:

• 2024 Gallup Exceptional Workplace Award Winner
• Manulife Named one of Forbes World’s Best Employers 2023
• Best Companies to Work for in Asia 2023
• We’ve been recognized as one of Canada’s Top 100 Employers (2024)
• Manulife included in Bloomberg’s 2023 Gender-Equality Index

To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts.

Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.