Senior Retirement Plan Client Success Manager

CBIZ; Cleveland (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

CBIZ is seeking a seasoned Retirement Plan Administrator to manage a defined block of business, ensuring client satisfaction and compliance. You will perform Form 5500 work ups, asset reconciliation, and allocations, while interpreting ERISA/IRS/DOL rules for accurate plan administration.

The role emphasizes timely responses to plan sponsors, proactive relationship development, and leadership in handling complex requests within a collaborative CBIZ environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 5+ years of retirement plan administration or compliance experience.
• Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation.
• Familiarity with ERISA and IRS/DOL regulations related to retirement plan administration.
• Experience reviewing or auditing the work of others for accuracy and compliance.
• QKA, QPA ASPPA credentials, or progress toward certification.
• Proficiency with retirement plan administration systems and Microsoft Excel.

Responsibilities

• Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business.
• Perform all required Compliance Testing and related items.
• Reconciles assets, prepare Form 5500 and all schedules.
• Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders.
• Respond to Plan sponsors in a professional and timely manner concerning issues or questions.
• Promote client retention and identify opportunities to build existing relationships through timely service quality.
• Resolve complex situations or requests.
• Achieve service goals established by department.
• Additional responsibilities as assigned.

Skills

ERISA knowledge

Compliance testing

Form 5500 preparation

Asset reconciliation

MS Excel

Communication skills

Leadership/initiative

Education

Bachelor’s degree in Accounting, Finance, Business, or related field

QKA, QPA ASPPA credentials or progress toward certification

Tools

FT William 5500/compliance software

Concur

Skype

MS Office Suite

Job description

CBIZ is seeking a seasoned Retirement Plan Administrator to manage a defined block of business, ensuring client satisfaction and compliance. You will perform Form 5500 work ups, asset reconciliation, and allocations, while interpreting ERISA/IRS/DOL rules for accurate plan administration.

The role emphasizes timely responses to plan sponsors, proactive relationship development, and leadership in handling complex requests within a collaborative CBIZ environment.