CBIZ

Account Manager | Retirement Plan Administrator

North Canton, Ohio

CBIZ

#LI-JSS #LI-Hyrbid Essential Functions and Primary Duties Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business Perform all required Compliance Testing and relate...

2d

Senior Account Manager | Retirement Plan Administrator

Cleveland, Ohio

CBIZ

#LI-JSS #LI-Hybrid Essential Functions and Primary Duties 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 ...

2d

Producer Non-Validated

Dallas, Texas

CBIZ

#LI-DH1 #LI-Hybrid Essential Functions and Primary Duties Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients Develop a Personal Development Plan annually outlin...

2d

Manager, Client Services Team Leader | Defined Contribution Retirement Plans

Atlanta, Georgia

CBIZ

#LI-JSS #LI-Hybrid Essential Functions and Primary Duties Achieve organizational objectives through the coordinated achievements of subordinate staff Assumes accountability for decisions made by subordinate staff May spend a portion of time...

2d

Retirement Plan Operations Specialist

North Canton, Ohio

CBIZ

#LI-JSS #LI-Hybrid This role plays a key part in supporting retirement plan administration coordination. You'll work behind the scenes to manage client paperwork, coordinate signatures, track deadlines, and ensure key retirement plan proces...

2d

Investment Consultant - Defined Contributions | Institutional Retirement Plans

Cleveland, Ohio

CBIZ

#LI-JSS #LI-Hybrid Essential Functions and Primary Duties Provide technical expertise related to investment questions and issues in support of servicing clients Establish strong relationships with vendors, record-keepers, investment manager...

2d

Data Management Specialist | Third Party Retirement Plans

North Canton, Ohio

CBIZ

#LI-JSS #LI-Hybrid Essential Functions and Primary Duties Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services May assist ...

2d

Client Onboarding Supervisor | Retirement Plans

St. Louis, Missouri

CBIZ

#LI-JSS #LI-Hybrid 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 an...

2d

Senior Account Manager | Retirement Plan Administrator

Philadelphia, Pennsylvania

CBIZ

#LI-JSS #LI-Hybrid Essential Functions and Primary Duties 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 ...

2d

Investment Analyst - Bilingual in Spanish | Institutional Retirement Plans

Memphis, Tennessee

CBIZ

#LI-JSS #LI-Onsite Delivers investment reporting and client support services to a broad and diverse range of clients including, endowments, foundations, pension plans, operating funds and other institutional client portfolios. Essential Fun...

2d