Account Manager, Retirement Plan Administrator – Defined Benefit

CBIZ

Account Manager responsible for client satisfaction in retirement plan administration for middle-market businesses. Handling compliance testing, asset reconciliation, and client interactions.

Posted 6/2/2026full-timeNorth Canton • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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 related items
Reconciles assets, prepares Form 5500 and all schedules
Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Provide value-add solutions to increase operational efficiencies
Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
Resolve complex situations or requests
Attend client meetings and prepare materials for meetings
Achieve service goals established by department
Additional responsibilities as assigned

Requirements

What you’ll need

High School Diploma or GED
At least three years of professional, retirement plan administration, and compliance 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
Ability to travel as necessary

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Account Manager, Retirement Plan Administrator – Defined Benefit 🔥 3 minutes ago 🏢🏡 North Canton – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💰 Account Manager 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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 related items
Reconciles assets, prepares Form 5500 and all schedules
Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Provide value-add solutions to increase operational efficiencies
Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
Resolve complex situations or requests
Attend client meetings and prepare materials for meetings
Achieve service goals established by department
Additional responsibilities as assigned 🎯 Requirements
High School Diploma or GED
At least three years of professional, retirement plan administration, and compliance 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
Ability to travel as necessary Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

compliance testingasset reconciliationForm 5500 preparationminimum distribution calculationsQualified Domestic Relations Orderstax reportingauditsservice qualityoperational efficienciesretirement plan administration

Soft Skills

client satisfactioninitiativeleadershipcustomer needs anticipationself-learninginterpersonal skillstime managementcommunicationteam playerproblem-solving

Certifications

High School DiplomaGEDQualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)