Client Care Associate - Group Retirement Services

Navacord; Elmira; On-site; CAD 42,000 - 64,000; Full time

Job summary

Navacord Inc. in Elmira, Ontario is seeking a motivated administrative professional to join our Wealth Management Team.

You will support day-to-day operations, process group remittances, and assist with employee lifecycle events in a collaborative, client-focused environment. This replacement role offers professional training, a positive work culture, and opportunities to engage with advisors, plan sponsors, and carriers.

Qualifications

• 3–5 years of experience in an administration role.
• Experience with Group Retirement Services (GRS) and/or investment processes is an asset.
• Proficient in Microsoft Office; adaptable to different systems.
• Salesforce experience is an asset but not required.
• Highly organized, detail oriented, proactive, and able to multitask.
• Effective communication skills (written and oral).
• Bilingual in French would be an asset but not required.

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.

Skills

Organized

Detail-oriented

Proactive

Multitasking

Communication

Tools

Microsoft Office

Salesforce

Job description

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.