Client Onboarding Specialist | Retirement Plans

Job Title

Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients

Essential Functions and Primary Duties:

• Oversee new plan implementation or plan transition process on all levels
• Primary contact for all on-boarding related activity
• Conduct plan design calls
• 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

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

• High School Diploma or GED required
• At least three years of professional, retirement plan industry experience
• Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• 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
• 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

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.