Client Manager (Defined Contribution Pension Administration)
Job Overview
Job title: Client Manager (Defined Contribution Pension Administration)
Job description: Build a meaningful career
At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.
LifeWorks can provide clarity among plan options and take the strain out of communications between members, administrators and fund managers. Our Ariel administration system is a robust recordkeeping platform that supports membership database updates, and provides electronic data interfaces, calculations and transactions.
The Client Manager, who reports to the Senior Client Manager and/or Director, Defined Contribution Pension Administration, will work within a team of 4 – 10 members that are composed of Analysts up to Directors that support 3 – 5 clients.
The successful candidate will oversee the day-to-day administration of all types of Employer CAP plans (including but not limited to GRSP, TFSA, Non-Registered Plans, RIF/LIFs, Share Purchase Plans, SERPs, and Notional Plans along with DC Pension Plans). Their focus will be on maintaining excellent client relationships, team training and development, process efficiency as well as ensuring audit and quality controls.
We are seeking a creative, innovative and passionate leader!
Responsibilities:
Mentors the Associate Client Manager(s), overseeing their and their teams’ work and provides feedback and guidance on an on-going basis
Supports the Senior Client Manager and/or Director in the overall management and direction of the team
Builds excellent relationships with clients, through regular telephone contact and office visits. Helps the team to understand the client’s perspective and priorities and ensure they are always client focused and maintain client relationships
Coordinates and attends quarterly meetings for clients. Does other adhoc client meetings, reporting and presentations as required
Leads training sessions for the team and/or department to build knowledge on industry topics and trends. Trains and orients new team members on systems and procedures
Liaises with other teams and/or Client Managers. Devises ways to continuously improve team operations; identifies systems inefficiencies and implements appropriate plans of action
Analyzes project and work demands to ensure that resources are allocated appropriately amongst the team and that deliverables are being met
Takes the lead on client escalations and assists the team with proposing timely and cost-effective solutions
Participates in client implementations; tests new functionalities for existing applications and new applications; contributes to the documentation process
Participates on special projects as required including internal and external audits or administrative tasks
Requirements:
University or college degree or equivalent work experience
8+ years of Pension Administration experience, and is considered a DC Subject Matter Expert (or related work experience in the financial industry/employee group benefits field)
Related courses in pension administration (ACAP) or group benefits (CEBS), an asset
Proven leader with the ability to motivate and inspire team members
Mentor and coach, who demonstrates patience and intuition
Extremely organized self-starter, flexible, highly independent
Exceptional customer focus with strong business and professional acumen
Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to
Fulfilling work that matters
LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We’re always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.
At LifeWorks, we are committed to putting our people first. Our priority is to optimize the health and productivity of our people. In light of COVID-19, our company continues to monitor the global situation and following local guidance in each of our communities to ensure the health and wellbeing of our employees. Safety is our highest priority, and while the goal is to ultimately return to the office, we are currently working remotely and are connecting with candidates through virtual interviews, recruitment events, and information sessions. We are excited to connect with you virtually, and look forward to receiving your application.
Company: LifeWorks
Expected salary:
Location: Toronto, ON
Job date: Fri, 28 Oct 2022 04:20:05 GMT
Job Source: Careerjet.ca