Job summary
Job post source
This job is directly from CBIZ
Job overview
The Account Manager (Retirement Plan Administrator) at CBIZ manages client relationships and ensures satisfaction for assigned retirement plan clients, contributing to client retention and operational efficiency.
Responsibilities and impact
The role involves being the primary contact for clients, resolving compliance and service issues, promoting client retention, collaborating internally, assisting with new product introductions, creating plan communications, attending client meetings, and achieving service goals.
Compensation and benefits
The annual salary range is $65,000-$75,000, determined by education, experience, and skills. Benefits include health insurance, retirement plans, and reasonable accommodation for disabilities.
Experience and skills
Requires at least three years of retirement plan administration and compliance experience, knowledge of industry laws and standards, proficiency in MS Office and communication tools, and strong interpersonal and communication skills. A bachelor's degree is preferred.
Career development
CBIZ offers opportunities for personal and professional growth throughout careers, emphasizing team member appreciation and recognition.
Work environment and culture
CBIZ fosters an inclusive, equal opportunity work environment valuing diversity and providing accommodations for disabilities.
Company information
CBIZ is a leading professional services advisor with over 10,000 employees across 160 locations, specializing in accounting, tax, advisory, benefits, insurance, and technology services.
Job location and travel
This is a remote position with possible travel requirements as necessary.
Application process
Applicants should apply before 07/31/2025, with CBIZ not accepting unsolicited resumes from third-party recruiters or agencies.
Unique job features
The role includes unique responsibilities in retirement plan administration with a focus on compliance, client education, and operational efficiency improvements.
Company overview
CBIZ, Inc. is a professional services company that provides a wide range of financial, insurance, and advisory services. They make money by offering accounting, tax, financial advisory, risk management, and employee benefits consulting to businesses and individuals. Founded in 1996, CBIZ has grown through strategic acquisitions and organic growth, establishing itself as a leader in the professional services industry. Their client base spans various sectors, including healthcare, real estate, and non-profits, ensuring a diversified revenue stream.
How to land this job
Tailor your resume to emphasize your experience in retirement plan administration, client relationship management, and compliance with IRS guidelines, showcasing your ability to handle complex client issues and promote retention.
Highlight your proficiency with MS Office Suite, enterprise communication tools like Skype and Concur, and your knowledge of relevant laws, regulations, and professional standards to align with CBIZ's technical and regulatory expectations.
Apply through multiple channels including CBIZ's official career site and LinkedIn to maximize your application visibility and ensure your resume reaches the right hiring teams.
Connect with current Account Managers or team members in the Retirement Plan Administration division at CBIZ on LinkedIn; start conversations by complimenting recent company initiatives, asking about their experience with client retention strategies, or inquiring about the team culture.
Optimize your resume for ATS by incorporating keywords from the job description such as 'retirement plan administration,' 'client satisfaction,' 'compliance,' 'IRS guidelines,' and 'operational efficiencies' to ensure it passes automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate applying across multiple platforms, tailor your resume for ATS, and identify LinkedIn contacts to network with, allowing you to focus more on preparing for interviews and refining your professional skills.
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