Associate Client Manager Jobs

TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider – encompassing physical, mental and financial health – TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
As the Associate Client Manager you will lead a team with 3 to 5 clients and ensure successful day to day operations and client satisfaction.
Responsibilities

• Provides regular and ad hoc reports for clients.
• Understands the client’s perspective and priorities.
• Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
• Ensures all day to day activities are completed by the team.
• Liaises with consultants, trust companies and investment manager representatives concerning clients’ DC plans.
• Receives and responds to client inquiries and requests.
• Ensures that quality control and service standards are attained with every transaction performed by the team.
• Ensures all audit and reconciliations are completed on a monthly basis.
• Attends internal training sessions to build knowledge of industry topics and trends.
• Ensures all year end activities are completed such as tax slips, statements and other reporting
• Acts as a back-up, responding to in-bound calls from members and clients.
• Participates on special projects as required.

Succeeding as an Associate Client Manager will require the following core qualifications and skills:

• Excellent presentation skills
• Excellent problem-solving and analytical skills, along with a strong professional acumen and the desire to take the initiative in helping clients find solutions.
• 3 to 5 years’ experience working in a customer-focused role in the pension industry, and a foundation of knowledge in provincial pension and tax legislation.
• Great training and leaderships skills
• Excellent time management skills, and the ability to manage multiple assignments.
• Excellent written and oral communication skills
• Excel and MS word skills
• Knowledge of CAP Plans
• Ability to motivate and engage team members.

Where permitted by law, company employees must be fully immunized to access a TELUS Health or 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 [email protected].
By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies’ Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.