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Job Description

Client Relationship Manager

This role is primarily home based, with 1 day in the office per week.

Manulife's Group Retirement Solutions 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.

Reporting to the Regional Director, Client Management, this position is accountable for the management of an existing block of business in the Region through post-sale service satisfaction and plan sponsor education, resulting in high client retention for GRS. This will be an inside Client Relationship Management role, servicing our clients in the small and mid case market.

Responsibilities:

• Ongoing Account/Relationship Management:
• Participate in the launch meeting and/or attend the regularly scheduled implementation meetings/conference calls.
• Conduct Plan Administrator training
• Provide service according to the GRS published service model
• Complete and maintain client profiles
• Understand the client's business needs and objectives by building a strong ongoing relationship with both the client and market source
• Provide on-going service improvement recommendations
• Support the Plan Sponsor with fulfilling Plan Governance guidelines
• Proactively search and work to increase assets and nurture client relationships
• Provides support and information to the Financial Education team

Qualifications:

• Bachelors degree or College Diploma
• 2 to 5 years of proven experience in the Canadian pension industry
• Knowledge of group retirement and non-registered savings plans
• Understanding of pension and investment regulations and legislation
• Strong mathematical proficiency is preferred
• CEBS - RPA Designation to be completed within 18 months of being in role

Attributes:

• Superior interpersonal skills
• Proven ability to set priorities, meet goals, work independently, and to contribute to a team effort
• Proven problem solving and analytical skills
• Proven organizational and time management skills and the proven ability to handle multiple tasks and prioritize duties
• Superior written and verbal communication skills
• Effective presentation skills
• Bilingual English and French oral and written an asset

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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 .

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. Please contact recruitment@manulife.com for additional information.

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. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.