Client Onboarding Specialist | Retirement Plans

CBIZ; North Canton (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

CBIZ, based in North Canton, Ohio, is seeking a professional to coordinate and facilitate the implementation and transition processes for new and existing TPA clients. The role involves overseeing plan implementation, acting as primary contact during onboarding, and generating plan documents.

The ideal candidate will have a high school diploma, three years of experience in the retirement plan industry, and proficiency in tools such as MS Office Suite. Join CBIZ to contribute to a supportive and growth-oriented team.

Qualifications

• At least three years of professional experience in the retirement plan industry.
• Comprehensive knowledge of industry concepts and regulations.
• Proficient in MS Office Suite (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Oversee new plan implementation and transition processes.
• Act as primary contact for all onboarding activities.
• Prepare plan documents and recordkeeper paperwork.

Skills

Interpersonal skills

Leadership skills

Customer needs anticipation

Problem resolution

Education

High School Diploma or GED

Tools

MS Office Suite

Enterprise communication tools

Job description

Job Description

Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients. Transitions 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 on-boarding related activity
• Generate plan documents
• Prepare recordkeeper paperwork
• Update internal systems
• Communicate with Plan Sponsors, Financial Advisors and other TPA firms
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Preferred Qualifications

• Pursuing Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA)
• Pension Administrator, Qualified 401K Administrator (QKA)

Minimum Qualifications

• High School Diploma or GED required
• At least three years of professional, retirement plan industry experience
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
• Proficient use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
• Ability to anticipate and elicit customer needs
• Ability to self‑learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

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.