Retirement Plan Account Manager | Client Success & Compliance
CBIZ
CBIZ, Inc. is seeking a Retirement Plan Administrator to manage a block of clients, ensuring high levels of service, accuracy, and timely responses. You will perform compliance testing, prepare Form 5500 and related schedules, and assist with allocation calculations for employer contributions and distributions. The role requires at least three years in retirement plan administration, a high school diploma or GED, and strong MS Office skills; willingness to travel as needed, and strong #J-18808-Ljbffr CBIZ
- Transamerica is seeking a retirement plan administrator to deliver daily plan support and responsive client service. You will collaborate with Client Executives and internal teams to maintain relationships, resolve issues, and drive client satisfaction. A Bachelor’s degree...Retirement
- ...responsible for the overall client satisfaction with the... ...Perform all required Compliance Testing and related... ...guidelines Respond to Plan sponsors in a... ...years of professional, retirement plan administration, and... ...knowledge and expertise in accounting, tax, advisory, benefits...Retirement
$115k - $125k
...innovative thinking, and personal accountability are qualities we honor and... ...people look forward and plan for the best life possible... ...worldwide. Our insurance, retirement, and investment solutions... ...capabilities, measures of success, etc.Manage projects that are approved...RetirementFull timeContract workRemote workWorldwideVisa sponsorshipRelocation package3 days per week$114.75k - $140.25k
...Banking Relationship Manager (AgRM) serves as... ...business clients, developing new business... ...goals and long-term success. AgRMs take a holistic... ...markets.Ensure compliance with all... ...Banking compensation plan that rewards the full... ...and employer-funded retirement planPaid vacation...RetirementLocal area- ...Job Title: Regional Planning Manager, Midwest Company: Loenbro... ...solving Driven for and by success with a strong sense of urgency... ...time. This role requires compliance with all applicable safety... ...vision insurance ~401(k) retirement plan with company match ~...RetirementFull timeWork at officeLocal area
- ...Account ManagerThe Account Manager is responsible for driving new business development... ..., and helping clients solve critical business... ...technologies that empower business success. We are looking for... ...financial security with Retirement Savings Plan (401K), Health Savings Account...RetirementWork at officeWorldwideFlexible hoursNight shift
$63k - $65k
...Account ManagerTarget$63,000 - $65,000 per yearPosition ProfileThe Account Manager solves critical business challenges and cultivates... ...And AbilitiesDemonstrated success with using collaboration... ...financial security with Retirement Savings Plan (401K), Health Savings Account...RetirementWork at officeWorldwideFlexible hoursNight shift- IFP Motion Solutions Inc. in Cedar Rapids, IA is seeking an Account Manager to cultivate long-term client partnerships across the industrial sector. You will build value-based relationships, advise customers on components, services, or systems, and coordinate with Inside...Night shift
- ...experienced and highly motivated Account Manager to join our dynamic team.... ...project execution/success levels. # Prioritize all enhancement... ...their year-round budget planning (as needed). Teamwork &... ...Disability insurance ~401k retirement plan with company match ~...RetirementFull timeTemporary workWork at officeLocal area
$64k - $74k
...Retirement Plan Administrator Provide outstanding customer... .... Partner with the client in creating a plan... ...Responsibilities Manage the daily administration... ...and capabilities to successfully arrive at solutions for... ...in mentoring new account managers. Assist with...RetirementRemote workWork visa$52k - $62k
...thinking, and personal accountability are qualities we... .../ Relationship Management About Us At... ...look forward and plan for the best life... .... Our insurance, retirement, and investment solutions... ...excellent client service skills by... ...capabilities to successfully arrive at solutions...RetirementWorldwideWork visa$132.23k - $176.31k
...resilience matter. This is a high accountability environment where bold ideas... .... The Role The Sr. Manager, Demand Strategy leads... ...accountable for departmental plans and results across campaign... ...a builder-leader role. The successful candidate combines hands-on...Full timeTemporary work- ...Job Duties: The Manager of Production Control Planning is responsible for... ...strategies. The successful candidate will understand... ...expectations, accountability measures, and... ...~401(k) plan ~ Retirement plan ~ Vacation... ...far beyond simple compliance with federal and state...RetirementTemporary workWeekend workDay shiftAfternoon shift
- ...Personal Lines Account Manager - Private Client TrueNorth is hiring a Private Client Account Manager to join our Personal Lines department! This... ...Relationship management Strong work ethic In compliance with Colorado's Equal Pay for Equal Work Act (EPEWA) and...Full timeWork at officeFlexible hours
- ...Maintenance Manager At PMX, we're more... ...established business plans. Responsible... ...~401(k) plan ~ Retirement plan ~ Vacation... ..., and economic success. Business is conducted... ...on respect and accountability. PMX has earned a... ...beyond simple compliance with federal and...RetirementTemporary workWeekend workDay shiftAfternoon shift
- TrueNorth is hiring two Account Managers to join our Personal Lines department. These positions are open to candidates based in any of our... ...established books of business and delivering a high‑touch, proactive client experience. Responsibilities Proactively manage a personal...Work at officeLocal areaFlexible hours
$50k - $75k
...Account Manager for Doug Valentine - State Farm Agent As an Account Manager for Doug Valentine... ...business operations and customers' success. You help grow our agency through... ..., Home Insurance, Life Insurance, Retirement Planning, Business Insurance, Health Insurance...RetirementFor contractorsWork at officeImmediate startFlexible hours$55k - $115k
...reimagining how businesses manage their workforce by... ...in innovation, simplify client experiences, and shape the... ...ResponsibilitiesPresents all retirement plan and flexible spending account products and services of... ...and closing skills. Successfully completes SAFE examinations...RetirementBase plus commissionLocal areaFlexible hours$107.5k - $204.5k
...Operations Program Manager (OPM) for the OSS... ...producibility planning to help ensure product... ...manufacturing success.This role is... ...separate employer retirement contribution, including... ...spending accounts, flexible work schedules... ...Veterans in compliance with Section 503...RetirementTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- ...seeking a Sales Director/Manager of Inside Sales to... ...a culture of accountability, teamwork, and growth... ...Oversee reporting, compliance, and departmental policies... ...do — and we reward success with opportunities... ...Benefits: ~401(k) plan ~ Retirement plan ~ Vacation...RetirementTemporary workWork at office
$91.44k - $111.76k
...Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial... ...achieve their vision for success and the lives they... ...processing client and account information, educating... ...) and employer-funded retirement planPaid vacation (from...RetirementWork experience placementLocal area- ...accommodation or an alternative application process. Personal Lines Account Manager - Private Client Personal Lines Cedar Rapids, IA, US 30+ days ago... ...thinking Relationship management Strong work ethic In compliance with Colorado’s Equal Pay for Equal Work Act (EPEWA) and...Full timeWork at officeLocal areaFlexible hours
$50.61k - $67.47k
...resilience matter. This is a high accountability environment where bold ideas... ...The Role As an Account Manager II, Desk Based, you will... ...Create and maintain account plans as required. Provide activity... ...environment. Demonstrated success in a desk-based, inside, or...Full timeTemporary workRemote workWork from home$65.79k - $87.72k
...matter. This is a high accountability environment where bold... ...Role The Account Manager II is responsible for... ...and products. Success requires consultative... ..., disciplined account planning, adaptability, and effective... ...position. Build strategic client relationships and...Full timeTemporary workRemote workNight shift$65k - $80k
...Mid Market Account Executive Location: Cedar Rapids, IA The successful Mid Market Account Executive will possess exemplary... ...focus on existing base management for the company. This will be... ...Beyond competitive health and retirement benefits with immediate 401(k)...RetirementFull timeWork experience placementLocal areaImmediate startLong distanceShift work- ...Assistant Project Manager (APM) supports the successful execution of electrical... ...by assisting in planning, coordination, and... ...budget, and in compliance with company standards... ...between clients, general contractors... ...it, Do it, Own it (Accountability)• Learn it, Know it...Full timeTemporary workFor contractorsFor subcontractorWork at officeLocal areaDay shiftAfternoon shift
$102.8k - $176k
...world of change, empowering our clients and people to realize their... ...Strategic Sourcing Contracts Manager to join our finance team!... ...performance and software license compliance.Minimum... ...location, etc. As such, pay for the successful candidate(s) could fall anywhere...Full timeContract workWork experience placementInternshipWork at officeLocal area- ...We are seeking an experienced Account Manager to join our team. In this... ..., and an uncapped commission plan. In addition, we offer plenty... ...best position to support your success and provide a great customer... ...building on our already substantial client base with new clients...Work at officeLocal area
$50k - $60k
...Digital Account ManagerHybrid Position – Work from Home... ...!As a Digital Account Manager at Hibu, you will be a... ...will strategize with your clients for marketing... ...tools necessary to be successful, has an aggressive performance... ...performance-based compensation plan, consistently stays on...Work at officeLocal areaWork from home- ...Account ManagerAt FORTÉ, every role plays a part in reimagining... ...an experienced Account Manager to join our team. In... ...an uncapped commission plan. In addition, we offer... ...to support your success and provide a great customer... ...already substantial client base with new clientsCollaborate...Work at officeLocal areaFlexible hours
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