Account Manager – Retirement Plan Administrator

CBIZ

. Serve as primary contact for a specified block of business and ensure overall client satisfaction .

Posted 10/30/2026full-timeNorth Canton • Ohio • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in retirement plan administration, compliance testing, and client relationship management while effectively utilizing MS Office Suite and enterprise communication tools. Capable of providing value-added solutions to enhance operational efficiency and ensure client satisfaction.

Highest-signal resume keywords

Retirement Plan Administration ExperienceCompliance TestingMS Office Suite ProficiencyQualified Pension Administrator (QPA) PursuitExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan AdministrationCompliance TestingForm 5500 PreparationEmployer Contribution AllocationsMinimum Distributions CalculationQualified Domestic Relations OrdersTax ReportingIRS Guidelines KnowledgeOperational Efficiency SolutionsClient Inquiry Resolution

Soft Skills

Interpersonal SkillsInitiativeLeadership SkillsTeam PlayerAdaptability

Tools & Technologies

MS Office SuiteConcurSkypeEnterprise Communication Solutions

Certifications & Qualifications

Qualified Pension Administrator (QPA) PursuitQualified 401(K) Administrator (QKA) Pursuit

Industry Keywords

ComplianceTax ReportingRetirement PlansClient SatisfactionOperational Efficiency

About the role

Key responsibilities & impact

Serve as primary contact for a specified block of business and ensure overall client satisfaction
Perform required compliance testing and related activities
Reconcile assets and prepare Form 5500 and all schedules
Prepare employer contribution allocations and calculate required minimum distributions and Qualified Domestic Relations Orders
Resolve client inquiries concerning compliance, tax reporting, audits, contract re-pricing, and IRS guidelines
Respond to plan sponsors professionally and promptly
Promote client retention and identify opportunities to build existing relationships
Provide value-added solutions to increase operational efficiency
Collaborate with internal partners to deliver timely and accurate information
Resolve complex situations and requests
Attend client meetings and prepare meeting materials
Achieve department service goals

Requirements

What you’ll need

High School Diploma or GED
Zero to two years of professional, retirement plan administration experience
Fundamental knowledge of industry and professional concepts, principles, practices, and procedures
Fundamental 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) or 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 individuals at all levels of the organization
Capacity to adapt and work effectively within varied situations and groups
Ability to identify and eliminate redundant work efforts and inefficient processes
Ability to travel as necessary