Lorena Solis
Client Service Manager Us Retirement Sponsor Services @Manulife
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WORK HISTORY
Client Service Manager Us Retirement Sponsor Services @Manulife
Toronto, ON, CA
As a Client Service Manager supporting U.S. retirement plan sponsors, I manage a high‑volume book of business and act as the primary relationship owner for 50+ client accounts. My role blends client service and commercial strategy, ensuring clients receive exceptional support while also identifying opportunities to expand adoption, strengthen retention, and deliver measurable value.I work closely with decision‑makers, providing proactive communication, insights, and recommendations that help them optimize their plans and enhance participant engagement. Through strong relationship management and a consultative approach, I uncover areas for improvement, streamline processes, and support activities that drive long‑term client satisfaction and portfolio growth.Relevant Highlights- Podium Superstar – Top Recipient (U.S. Retirement), awarded by the U.S. Retirement Employees Advisory Board as part of the company’s formal recognition program, highlighting exceptional collaboration, service excellence, and measurable positive impact on client relationships- Manage a diverse, high‑volume portfolio with a strong focus on retention, engagement, and value delivery- Identify growth and upsell opportunities by aligning client needs with product capabilities and new enhancements- Lead escalations and complex cases, reinforcing trust and strengthening long‑term relationships- Partner cross‑functionally across compliance, operations, and product teams to deliver tailored solutions- Drive communication of product enhancements to increase adoption and improve overall client experience.
EDUCATION
Universidad Peruana de Ciencias Aplicadas
Bachelor's degree, Business Administration and Management, General
Universidad de Piura
Inconcluso, Administración de empresas
ABOUT LORENA SOLIS
I am a bilingual Client Service Manager (English–Spanish) with international experience in client relationship management, sales, portfolio growth, and customer retention across Canada and Peru. With a Bachelor’s in Business Administration and a background spanning financial services, retail, and key account management, I bring a strong mix of commercial mindset and service excellence.In my current role, I manage a high‑volume portfolio and support clients with complex needs, ensuring proactive communication, accurate guidance, and scalable solutions. I collaborate across multiple teams, lead escalations, and identify opportunities to increase adoption, strengthen engagement, and deliver measurable value.Before relocating to Canada, I built a solid foundation in sales and account growth, managing retail teams, strengthening customer loyalty, and developing strong relationships with key partners and distributors for major brands. This experience shaped my ability to understand client behavior, drive business outcomes, and build trust‑based, long‑term relationships.I am passionate about delivering exceptional service, improving processes, and contributing to positive outcomes for both clients and organizations. Known for my adaptability, ownership mindset, and commitment to continuous learning, I bring a solution‑focused approach to every challenge.
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