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Client Relationship Executive at Manulife - ApplyBlast

Client Relationship Executive

Manulife

3 months ago

3.9 on Glassdoor

Waterloo, Ontario

Hybrid

Full Time

Senior

0 applicants

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About this role

A Client Relationship Executive at Manulife supports the sales team and manages relationships with large corporate clients to drive retention and growth. The role involves participating in pre-sale presentations, facilitating plan amendments and fee negotiations, and providing ongoing service and education to plan sponsors. This position requires a deep understanding of Canadian retirement products and regulations to ensure high client satisfaction.

Responsibilities

Build strong relationships with corporate plan sponsors and advisors
Participate in pre-sale presentations for group retirement products
Facilitate plan amendments, fund changes, and fee negotiations
Conduct training for plan administrators and support education needs
Proactively search opportunities to increase client assets

Skills

Qualifications

CEBS - RPA DesignationUndergraduate degree in Business, Economics, or Finance

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.