Client Onboarding Supervisor | Retirement Plans

CBIZ; Chesterfield (MO); Hybrid; USD 70,000 - 100,000; Full time

Job summary

CBIZ is seeking a Pension/401(k) Administrator-focused professional to oversee onboarding and transition processes for new and existing TPA clients. You will coordinate plan implementations, prepare paperwork, and liaise with Plan Sponsors and Financial Advisors, ensuring accurate execution and high service standards across the team.

Qualifications

• Bachelor's degree.
• 5+ years customer service experience in the insurance industry.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Demonstrate industry knowledge and technical knowledge in area of expertise.
• Strong communication skills both oral and written with all levels of organization.

Responsibilities

• Oversee onboarding-related activity.
• Prepare plan paperwork.
• Update internal systems.
• Communicate with Plan Sponsors, Financial Advisors, and other TPA firms.
• Provide general client service and problem resolution services.
• Supervise staff and provide guidance on complex issues.
• Assist in hiring decisions and performance discussions.
• Ensure policies and procedures are followed to achieve productivity and quality.

Skills

Communication

Customer service

Leadership

Training staff

Education

Bachelor's degree

Job description

Job Purpose/Objective

Coordinates and facilitates the plan implementation or transition process for new and existing TPA clientsTransitions include plan conversions from one recordkeeper to another

Essential Functions and Primary Duties

Oversee new plan implementation or plan transition process on all levels.

Primary contact for all onboarding-related activity.

Facilitate plan design calls.

Prepare recordkeeper paperwork.

Update internal systems.

Communicate with Plan Sponsors, Financial Advisors, and other TPA firms.

Provide general client service and problem resolution services.

Assign, monitor, and review progress and accuracy of work; direct efforts and provide technical guidance on more complex issues.

Assumes accountability for decisions made by subordinate staff.

May spend a portion of time performing individual tasks related to the unit; however, supervisory activities constitute a primary part of the job.

Provide major input into hiring decisions.

Provide major input into rewarding and disciplinary actions.

Execute annual goals and priorities.

Ensure subordinates perform work as prescribed by policies and procedures in order to achieve productivity, service, and quality standards.

Administer and execute policies and procedures affecting staff.

Analyze and resolve problems, interpret policies, and demonstrate solid subject matter knowledge.

Motivate, guide, and train staff.

Listen and resolve grievances.

Additional responsibilities as assigned.

*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.

Preferred Qualifications

Bachelor's degree.Pension Administrator, Qualified 401(k) Administrator (QKA), or pursuing Qualified Pension Administrator (QPA) and/or Qualified 401(k) Administrator (QKA) credentials.

Minimum Qualifications

High School Diploma or GED equivalent requiredMore than 5 years customer service experience in the insurance industry requiredMust maintain current required licenses and certifications relevant to field of expertiseDemonstrate industry experience and technical knowledge in area of expertiseProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externallyStrong communication skills both oral and written with all levels of organization, both internally and externally

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ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.