Customer Service Director Group retirement plan
Description
A career as a Customer Service Director within the Group Retirement Plan team at National Bank Trust means managing a portfolio of clients and optimizing their group retirement plans to maximize performance. This role involves positioning oneself as a trusted partner to enhance the value and efficiency of these plans while delivering a smooth and motivating experience for employees. It requires leadership in portfolio management, developing strategic client relationships, and expertise in group retirement plans, including regular travel within the Greater Montreal area for client meetings and training sessions.
What We're Looking For
Manage a portfolio of clients and support plan sponsors in analyzing and optimizing existing plans to increase participant enrollment and contributions.,Propose and implement creative strategies to maximize plan value and meet clients' evolving needs.,Build and maintain strong relationships with clients and stakeholders, ensuring a seamless and personalized experience.,Train administrators and organize educational sessions for employees to foster understanding and engagement.,Oversee administrative activities related to plan management and ensure compliance with regulatory requirements.
Ideal Candidate
Hold a bachelor's or master's degree related to the field.,Have at least 6 years of relevant experience.,Possess the group annuity license (an asset) or commit to obtaining it within 6 months of hire.,Master sales strategies and have solid experience in customer service.,In-depth knowledge of the group retirement plan industry.,Ability to manage priorities and deliver professional presentations.
Minimum Education
Bachelor's Degree or Master's Degree
Hard Skills
Soft Skills
Work Hours
Full-Time, flexible and adaptable schedule
Benefits
Special Commitments
Requires regular travel within the Greater Montreal area to meet clients and lead information and training sessions.
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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