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# Onboarding Conversion Specialist | Retirement Plans

- **Company:** CBIZ Inc.
- **Location:** North Canton, OH, United States
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Office, Microsoft PowerPoint
- **Published:** November 5, 2026
- **Apply:** https://www.careerbuilder.com/job-details/onboarding-conversion-specialist-retirement-plans-north-canton-oh--667a6b53-09b9-4626-badd-1352d2b448fe

## About the Role

Onboarding, Retirement Plan, Professional Services, Technical Delivery, Tax Accounting, Customer/Client Research, Accounting, Certified Public Accountant (CPA), Consulting, Financial Services, * High School Diploma or GED required

 * At least three years of professional, retirement plan industry 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, * Pursuing Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA)
 * Pension Administrator, Qualified 401K Administrator (QKA)

## Description

* Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients
 * Transitions include plan conversions from one recordkeeper to another

Essential Functions and Primary Duties

 * Oversee new plan implementation or plan transition process on all levels
 * Primary contact for all on-boarding related activity
 * Generate plan documents
 * Prepare recordkeeper paperwork
 * Update internal systems
 * Communicate with Plan Sponsors, Financial Advisors and other TPA firms
 * Provide general client service and problem resolution services
 * Additional responsibilities as assigned

Preferred Qualifications

 * Pursuing Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA)
 * Pension Administrator, Qualified 401K Administrator (QKA)

Job Purpose/Objective

 * Coordinates and facilitates the plan implementation or transition process for new and existing TPA clients
 * Transitions include plan conversions from one recordkeeper to another

Essential Functions and Primary Duties

 * Oversee new plan implementation or plan transition process on all levels
 * Primary contact for all on-boarding related activity
 * Generate plan documents
 * Prepare recordkeeper paperwork
 * Update internal systems
 * Communicate with Plan Sponsors, Financial Advisors and other TPA firms
 * Provide general client service and problem resolution services
 * Additional responsibilities as assigned