Navacord

Client Specialist, Retirement

Navacord

2 months ago
Edmonton, AB, Canada
Onsite
Full Time
Medior
0 applicants
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Navacord
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About this role

The Group Retirement Client Specialist supports the administration of retirement, savings, and pension plans for clients, assisting advisors and consultants with plan setup, changes, and maintenance to ensure accurate and compliant service delivery. This role involves coordinating documentation, maintaining records, and supporting client communications within a team-focused environment.

Skills

Navacord

About Navacord

navacord.com

Navacord is a Canadian insurance brokerage network focused on "building the Great Canadian Brokerage." It offers employee benefits, insurance and retirement solutions designed to meet the needs of clients and advisors. Navacord positions itself as an innovative partner for brokers and organizations across Canada, combining scale and local expertise to deliver tailored risk-management and retirement-planning solutions.

About Navacord

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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