Senior Retirement Plan Client Success Manager
Listed on 2026-10-07
-
Finance & Banking
Wealth Management, Banking & Finance
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.
We have an opening for a Senior Retirement Plan Client Success Manager in Cleveland, OH, United States within Finance, IT & Technology.
We are currently recruiting a Senior Retirement Plan Client Success Manager for our team in Cleveland, OH, United States.
This is a strong opportunity to take on the Senior Retirement Plan Client Success Manager role at CBIZ.
As a Senior Retirement Plan Client Success Manager, you will play an important part at CBIZ in Cleveland, OH, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).