Client Relationship Manager

Sun Life • Waterloo, ON

1d • CA$80,000 - CA$128,000 • Hybrid

About The Position

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
The incumbent will be responsible for establishing and maintaining client relationships for a portfolio of Corporate Account clients, Advisors and Consultants. The client base is composed of retirement arrangements that vary in design, and consist of a broad range of products and investments offered by the division. The incumbent will interact with Advisors and plan sponsors.

Requirements

• Superior organizational skills and the ability to follow through
• Proven record in the Client Relationship Management field, with minimum of 5 years working with pension and group savings clients
• Demonstrated strong interpersonal and communication skills
• Strong problem solving skills with the ability to quickly and effectively resolve client concerns
• Strong client focus
• Highly motivated, independent self-starter with strong business acumen and negotiation skills
• Broad knowledge of the services provided by record-keeping organizations, such as Sun Life’s Group Retirement Services
• Extensive knowledge of the legislation governing retirement savings programs at both the federal and provincial levels as well as a solid understanding of emerging regulatory trends and the implications for clients

Nice To Haves

• A professional designation associated with the group retirement services industry (e.g. RPA, IFIC, CSC, other)
• Group License

Responsibilities

• Maintain responsive contact with the clients/advisor to ensure satisfaction and loyalty
• Continuously assess the evolving needs of the client/advisor/consultant and introduce services or product solutions to meet those needs over time
• Accountable for the overall profitability of the portfolio - assessing appropriate proactive initiatives
• Participate in plan review meetings and consult on plan amendment and design changes
• Actively participate with the sales leader in the sales process (i.e. contribute to developing proposal for services, attend short list presentations to describe GRS' client relationship process as well as key client services)
• Work closely with all internal teams to ensure the best client outcome

Benefits

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed