Client Onboarding Specialist | Retirement Plans

Job Description

Job Purpose/Objective
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
Facilitate 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
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.