Client Onboarding Supervisor | Retirement Plans
Confirmed on the employer's own hiring board on Oct 22, 2026. First seen by Alion on Aug 3, 2026. CBIZ scores A on the Alion truth index.
#LI-JSS #LI-Hybrid
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 onboarding-related activity.
Facilitate plan design calls.
Prepare recordkeeper paperwork.
Update internal systems.
Communicate with Plan Sponsors, Financial Advisors, and other TPA firms.
Provide general client service and problem resolution services.
Assign, monitor, and review progress and accuracy of work; direct efforts and provide technical guidance on more complex issues.
Assumes accountability for decisions made by subordinate staff.
May spend a portion of time performing individual tasks related to the unit; however, supervisory activities constitute a primary part of the job.
Provide major input into hiring decisions.
Provide major input into rewarding and disciplinary actions.
Execute annual goals and priorities.
Ensure subordinates perform work as prescribed by policies and procedures in order to achieve productivity, service, and quality standards.
Administer and execute policies and procedures affecting staff.
Analyze and resolve problems, interpret policies, and demonstrate solid subject matter knowledge.
Motivate, guide, and train staff.
Listen and resolve grievances.
Additional responsibilities as assigned.
*Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency, and volume or size.
Preferred Qualifications
Bachelor's degree.
Pension Administrator, Qualified 401(k) Administrator (QKA), or pursuing Qualified Pension Administrator (QPA) and/or Qualified 401(k) Administrator (QKA) credentials.
Minimum Qualifications
High School Diploma or GED equivalent required
More than 5 years customer service experience in the insurance industry required
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrate industry experience and technical knowledge in area of expertise
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Strong communication skills both oral and written with all levels of organization, both internally and externally