Manager, Client Services Team Leader | Defined Contribution Retirement Plans
CBIZ · cbiz.com
AtlantaHybridLead / Manager6+ yrs
Subscribers got this job on 3 October 2026.
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The job in short
Supervises client service staff for defined contribution retirement plans.
Compliance
Details
- Found
- 23 d ago · posted 2026-10-03
- Location as listed
- Atlanta, GA, United States
- Role
- Supervisor / Team Lead (other)
- Source
- The company’s own careers site
Full description
#LI-JSS #LI-Hybrid
Essential Functions and Primary Duties
• Achieve organizational objectives through the coordinated achievements of subordinate staff
• Assumes accountability for decisions made by subordinate staff
• May spend a portion of time performing individual tasks related to the unit. However, supervisory activities constitutes 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
• Supervise staff to assure accountability and stewardship of department resources (operational, financial and human) in compliance with departmental goals and objectives
• Influence the direction for new or revised services, programs, processes, standards or operation plans
• Analyze and resolve problems interprets policies and demonstrate solid subject matter knowledge
• Exercise judgment within defined procedures and policies to determine appropriate action
• Provide leadership, coaching, and mentoring to subordinate staff
• Listen and resolve grievances
• Additional responsibilities as assigned
Minimum Qualifications
• High School Diploma or GED required; Bachelor's degree preferred
• Over 6 years' experience in area of expertise with increasing complexity
• At least 4 years' experience supervising and leading staff
• 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
• Expert knowledge of state and federal legislation and regulations impacting discipline
• Expertise in managing clients
• Advanced problem solving and critical thinking skills
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