Retirement Plan Client Advisor

CBIZ Employee Services Organization; Kansas City (MO); Hybrid; USD 90,000 - 110,000; Full time

Job summary

CBIZ, Inc. in Kansas City, MO is seeking a Client Service Consultant for Retirement Investment Advisory Services. This hybrid role focuses on delivering value to corporate retirement plan clients, managing fiduciary governance, plan design, and vendor oversight, while maintaining high retention through proactive engagement.

The candidate will consult with sponsors, manage inquiries, and coordinate committee meetings, traveling as needed to support client relationships and service delivery.

Qualifications

• High School Diploma or GED required.
• Strong knowledge of industry concepts, laws and standards.
• Proficient MS Office Suite and enterprise travel solutions (Concur, TEAMS).

Responsibilities

• Serve as primary contact for corporate retirement plan clients.
• Consult with sponsors on fiduciary governance, plan design and compliance.
• Handle day-to-day inquiries and service requests.
• Target 100% client retention.
• Lead client committee meetings and prepare materials.

Education

High School Diploma or GED

Tools

MS Office Suite

Concur

Microsoft TEAMS

Job description

CBIZ, Inc. in Kansas City, MO is seeking a Client Service Consultant for Retirement Investment Advisory Services. This hybrid role focuses on delivering value to corporate retirement plan clients, managing fiduciary governance, plan design, and vendor oversight, while maintaining high retention through proactive engagement.

The candidate will consult with sponsors, manage inquiries, and coordinate committee meetings, traveling as needed to support client relationships and service delivery.