Defined Benefit Retirement Plan Manager & Client Lead

CBIZ; North Canton (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

CBIZ is seeking a dedicated professional located in North Canton, Ohio, for a role focusing on client satisfaction and compliance within retirement plans. The primary responsibilities include managing client inquiries, performing compliance testing, and preparing necessary documentation. The ideal candidate has a Bachelor’s degree and relevant experience in retirement plan administration.

Strong communication and interpersonal skills are essential for success in this role, alongside the ability to work efficiently under deadlines.

Qualifications

• At least three years of experience in retirement plan administration and compliance.
• Ability to effectively communicate and interact with various levels of an organization.
• Experience with problem-solving and initiative in business tasks.

Responsibilities

• Serve as the main contact for a specific block of business and ensure client satisfaction.
• Perform Compliance Testing and reconciliations for Form 5500.
• Attend client meetings and prepare relevant materials.

Skills

Knowledge of compliance and tax reporting

Interpersonal skills

Communication skills

Leadership skills

Problem-solving skills

Education

High School Diploma or GED

Bachelor's degree

Tools

FT William software

MS Office Suite

Job description

CBIZ is seeking a dedicated professional located in North Canton, Ohio, for a role focusing on client satisfaction and compliance within retirement plans. The primary responsibilities include managing client inquiries, performing compliance testing, and preparing necessary documentation. The ideal candidate has a Bachelor’s degree and relevant experience in retirement plan administration.

Strong communication and interpersonal skills are essential for success in this role, alongside the ability to work efficiently under deadlines.