Client Care Associate - Group Retirement Services (GRS)

ABOUT THE COMPANY:

Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980. As a nationally licensedagency with accessto a diverse insurance carriermarket and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence over the years.

No matter how small or how large your insurance or financial planningneeds are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you.

• Wealth Management &Financial Planning
• Commercial Business Solutions
• Group Benefits &Group Retirement Services
• Life Insurance & Living Benefits
• Home & Auto Insurance

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 clients, ensuring timely and accurate service delivery
• Assist with onboarding of new group plans and plan transitions, including data setup and coordination with internal teams
• 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 a financial services or investment administration role, ideally with exposure to Group Retirement Services (GRS)
• Working knowledgein investment processes and procedures (MutualFunds, RRSP, RRIF,TFSA, RESP)
• Proficient in MicrosoftOffice suite of products, with the abilityto adapt to different systems
• Experience with Salesforce or Carrier Plan Sponsor platforms 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.
• Retirement Plan Associate designation or Mutual Fund license would be an asset but not required
• Bilingual (French) would be an asset but not required

Benefits and Perks within PIB

• You will enjoy a very competitive compensation model
• A comprehensive employeegroup benefits package(health, dental, disability, life and travel)
• Performance Bonusand company pension
• Offer flexible hours
• Social Committee
• Committed to diversity, equity and inclusion

This is for an existing posting

Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.

We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.