Posted 8 days ago
Client Care Associate - Group Retirement Services
@ Navacord
Elmira, Ontario
Overview
Navacord is hiring a Client Care Associate for its Group Retirement Services team in Elmira, Ontario, a full-time role supporting assigned GRS groups with processing, reconciliation and employee lifecycle events. The posting asks for 3-5 years of administration experience, Microsoft Office proficiency and working knowledge of retirement and investment products. It notes a positive work environment, professional training, competitive compensation and work/life balance.
Responsibilities:
- Support assigned GRS groups day to day
- Process group remittances regularly
- Support employee lifecycle events and plan changes
- Validate and reconcile contribution and payroll data
- Contribute to KPIs and process improvements
Requirements summary:
- 3-5 years of administration experience
- Working knowledge of GRS and investment products
- Proficient in Microsoft Office
- Highly organized and detail oriented
- Effective written and oral communication
- Bilingual French an asset
Tools & skills
Benefits mentioned
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-11-02
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Encouraged to apply | Racialized people, People with disabilities, 2SLGBTQ+ |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Navacord
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Local Touch. National Strength.
Full company description
Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the entrepreneurial spirit alive. Our business model enables new partners to remain majority employee owned while focusing on organic growth, producing healthy profits and internal perpetuation.
- LinkedIn followers
- 53,019
- People associated on LinkedIn
- 795
- Reported office locations
- Toronto, Ontario, CA
- Business categories
- Employee Benefits
- Consulting
- Risk Management
- InsurTech
- Insurance
- Other recorded names
- Navacord
- Profile identifies a recruitment agency
- No
- Reported total investment
- 1,380,304,968
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Shaping the Future of the Broker Distribution Channel Navacord Corp. is a Canadian platform to benefit the independent insurance brokerage community. The company will invest in and form a nationwide partnership of entrepreneurial brokers with deep roots in local business communities. Navacord was created with the mandate to help build and guide the best performing brokerages in the country, while keeping the…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 1,001-5,000 employees |
| Organization type | Privately Held |
| Open jobs on Jobsy | 22 |
| View page |
POSITION OVERVIEW:
We are looking for a motivated individual with strong technical and organizational skills to join our Wealth Management Team, in our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment, professional training, and competitive compensation. We promote work/life balance.
RESPONSIBILITIES:
- Act as a primary day-to-day support contact for assigned GRS Groups, ensuring timely and accurate service delivery
- Regular processing of Group Remittances
- Support employee lifecycle events (enrollments, terminations, retirements, leaves of absence, plan changes)
- Provide proactive follow‑up on outstanding client requests and service issues
- Support GRS team with employee and plan sponsor meetings, presentations, and education sessions as required
- Validate contribution, payroll, and deduction data; reconcile across systems, custodians, and carriers; and resolve discrepancies in balances, transactions, and reporting.
- Identify trends in service requests, errors, and client feedback, and participate in continuous improvement initiatives by recommending and implementing process enhancements to improve client experience and operational effectiveness.
- Support development of key performance indicators (KPIs) for GRS operations
- Contribute to ad hoc projects and cross-functional initiatives as required
- Support system maintenance, including data updates, accuracy checks, and periodic clean-up activities
REQUIREMENTS:
- 3-5 years of experience in an administration role
- Experience with Group Retirement Services (GRS) and/or working knowledge in investment processes and procedures an asset (Mutual Funds, RRSP, RRIF,TFSA, RESP)
- Proficient in Microsoft Office suite of products, with the ability to adapt to different systems
- Experience with Salesforce is an asset but not required
- Highly organized, detail oriented, proactive, and ability to multitask
- Effective communication skills (written and oral)
- Comfortable interacting with advisors, plan administrators, and carrier partners in a professional and efficient manner.
- Bilingual (French)would be an asset but not required
This is a replacement role.
*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.
Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
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