A Senior Account Executive with extensive experience building and maintaining client relationships on large, complex group pension and savings plans. Known for being a strong relationship builder, with a passion for client service excellence and a dedication to maintaining a profitable, high performing book of business.
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Client Relationship ExecutiveSun Life Financial 2005 - 2018Toronto OnMaintained responsibility for 12 significant pension & savings clients in the GTA (assets exceed $2.2 bill).Project managed the implementation of a number of new plans and facilitated seamless transitions from previous record keeper.Created annual strategic plans for clients that improved client satisfaction and improved plan profitability - realized an annual improvement in performance exceeding $150,000 within block of business. -
Senior Account ManagerSun Life Financial 2000 - 2005Toronto OnPrepared and delivered pension committee presentations to a range of stakeholders including plan sponsors and consultants. Presentations included strategic initiatives and updates re plan membership, investment statistics, usage of plan member tools, etc. -
Account ManagerSun Life Financial 1995 - 2000Managed client accounts with assets ranging between $1 mill & $2 mill (responsible for approximately 50 clients).Collaborated with consultants and brokers to ensure client satisfaction.
David Mercier Education Details
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Master Of Business Administration (M.B.A.) -
Bachelor Of Arts (Honours), Economics And Psychology
Frequently Asked Questions about David Mercier
What is David Mercier's role at the current company?
David Mercier's current role is Account Executive | Group Pension & RRSP.
What schools did David Mercier attend?
David Mercier attended York University - Schulich School Of Business, Queen's University.
Not the David Mercier you were looking for?
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David Mercier
Rivière-Du-Loup, Qc -
David Mercier
Québec, Qc2st.papierswhitebirch.com, cgocable.ca -
3gmail.com, gearenergy.com, megenergy.com
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