Senior Conversion Specialist - North Canton - CBIZ

    CBIZ
    CBIZ North Canton

    2 weeks ago

    Description

    Job description for Senior Conversion Specialist

    • Oversee new plan implementation or plan transition process on all levels.
    • Primary contact for all on-boarding related activity.
    • Conduct plan design calls and generate plan documents.
    • Prepare Recordkeeper paperwork.
    • Communicate with Plan Sponsors, TPAs, and Financial Advisors.>Provide general client service and problem resolution services.-additional responsibilities as assigned.

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    Senior Conversion Specialist

    Only for registered members

    Description · #LI-OD1 #LI-Hybrid · Responsibilities · Essential Functions and Primary Duties  · Oversee new plan implementation or plan transition process on all levels · Primary contact for all on-boarding related activity · Conduct plan design calls and generate plan documents ...

    North Canton, OH, United States

    1 day ago

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