Senior Client Service Consultant | Retirement &Investment in Cleveland at CBIZ

Date Posted: 11/4/2023

Job Snapshot

Job Description

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.     

CBIZ has been honored to be the recipient of several national recognitions:   

  •       2022 Best and Brightest Companies to Work for in the Nation  
  •       2023 Top Workplaces USA  
  •       2022 America's Best Mid-Size Employers  
  •       2022 Best and Brightest Companies in Wellness  
  •       2022 Great Place to Work Certification  

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).   

Essential Functions and Primary Duties:

  • Consult with plan sponsors and retirement committees on matters related to: fiduciary governance, plan design, plan compliance, vendor oversight, fees & expenses, participant engagement, and investment advisory (if licensed)
  • Handle all day-to-day inquiries and service requests for assigned client base, responding to and resolving routine client questions or requests in a timely manner
  • Target 100% client retention
  • Proactively schedule, conduct, and lead client committee meetings (annually, semi-annually, or quarterly).  Includes coordination with the strategic advisor, client committee, and vendors.  Also includes the preparation and delivery of meeting materials and completion of post-meeting documentation and follow-up
  • Maintain regular communication between all parties (plan sponsor, committee members, recordkeeper, TPA, actuary, attorney, etc.) to strengthen client satisfaction and further deepen the client relationship
  • Coordinate with outside business partners as needed (recordkeepers, TPAs, investment managers) to manage client requests to successful completion.
  • Maintain detailed notes/logs of client interactions and ensure all documentation is stored properly per firm protocols
  • Proactively address outstanding inquiries and develop possible solutions to alleviate future inquiries
  • Additional responsibilities as assigned by management

Preferred Qualifications:

  • Bachelor’s degree 
  • FINRA Series 65 license (or willingness to obtain within 6 months of employment)

Minimum Qualifications:

  • High School Diploma or GED
  • At least five years of professional, retirement plan advisory experience in a 401(k) and/or 403(b) environment
  • At least five years of client service or client management experience, including strong comfort level with client-facing (in-person or remote) interactions
  • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures:

    ―   Familiarity and working knowledge of ERISA guidelines and regulations.

    ―   Familiarity and working knowledge of plan compliance: plan design, plan documents, non-discrimination testing, DOL & IRS required notices/disclosures, Form 5500s and plan audits.

    ―   If licensed, familiarity and working knowledge of investment concepts: economic & capital markets, investment lineups, investment vehicles, and general retirement planning theories.

    Familiarity and working knowledge of plan vendors: recordkeeper/TPA relationships, fee structures, and plan benchmarking, and RFPs/RFIs
  • AIF, CFPA, QKA or similar industry designation, or willingness to obtain a designation within first 12 months of employment
  • Proficient use of applicable technology, predominately MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Teams)
  • Experience performing work that requires initiative, high attention to detail, and strong organizational skills
  • High degree of personal integrity
  • 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 communicate technical concepts in a clear, concise manner whether written or verbal


If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to


CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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