Associate, Onboarding & Client Experience (DB Pension)

Job Description
Altis is proud to partner with one of our most prestigious financial services organizations, with expertise in pension derisking, to hire a Senior Associate, Onboarding & Client Experience.

Reporting directly to the Director, PRT Operations, Onboarding & Client Experience, you will play a pivotal role in the client activation process for recent acquisitions . Your expertise will be crucial in understanding the complexities of new business, safeguarding the interests of internal teams, intermediaries, clients, and annuitants alike.

This is a full time, peramanent role that will require a minimum of 3 days on site in downtown Toronto (Bay & Adelaide).

Candidates MUST have DEFINED BENEFIT PENSION experience to apply .Key Responsibilities:

• Lead project coordination and delivery for multiple onboarding processes, ensuring seamless transitions.
• Oversee data reconciliation and establish data requirements for new client setups.
• Manage annuitant communication and review welcome packages.
• Cultivate strong relationships with large consulting firms, clients, and outsourcing partners.
• Understand unique client needs and navigate complex pension details through collaborative efforts.
• Ensure new business is set up for success, leading to error-free ongoing operations.

What You Bring:

• Experience in pension plan and/or group annuity administration.
• Strong client relationship management skills.
• Excellent oral and written communication skills in both English and French.
• High proficiency in data literacy and analytical thinking.
• Exceptional attention to detail, accuracy, and resourcefulness.
• Advanced Excel skills and experience working with large datasets, along with proficiency in Microsoft Office.

Education:

• Bachelor's / University degree or equivalent experience.
• PPAC and/or CEBS and/or ASA designations are highly valued.
• Bilingual skills (English/French) are preferred.