Client Specialist, Retirement
Navacord
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
About Navacord
navacord.comNavacord 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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Navacord.
Salary
$40k – $60k
per year
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