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Client Manager DB/DC

CMC Pension Professionals

(Remote / CA)

CMC Pension Professionals is a growing, client-focused third-party pension administration originally from Glendale, CA and now fully remote. We provide clients with a superlative experience–from a correct and timely work product to personal attention that allows us to anticipate and respond to a clients’ needs. We want to add a pension professional to our fantastic team. Will you be the pension professional to “wow” our clients with your knowledge, skills, and abilities?

We Value:

• Honesty and integrity.
• A focus on an unparalleled client experience.
• Personal accountability for a timely and accurate work product.
• A true team player.
• Initiative to recognize and act on opportunities to improve our client experience and/or work processes.
• Willingness to learn

Requirements:

• At least 3 years, plus, of experience at a TPA firm performing the entire range of retirement plan administration tasks for all plan types.
• Current experience using ASC software.
• Strong math skills. Must understand valuations, compliance testing, distribution and loan processing, related tax forms, as well as disclosure requirements and government regulations.

You Will Be Responsible For:

• All aspects of DC/DB plan administration, including, but not limited to:
  • Preparing and checking valuations, as well as compliance testing.
  • Year-end processing, including trust accounting, tax forms, disclosures, and participant statements.
• Communicating clearly with clients, including timely data gathering, problem solving and consulting.
• Building solid relationships with clients.

Additional Preferred Skills:

• Degree in Business, Finance, Economics, or a related field.
• Hold a QKA or above credential from ASPPA.
• Experience using Ft. William software

CMC is a team. We value each other’s skills, abilities, and experience. We celebrate success, growth, and innovation. We share and learn from our errors. Our atmosphere is supportive and collegial.

We offer flexible work schedules, financially support education and designations through ASPPA, 1 on 1 training, competitive salaries/bonuses, and an excellent benefits package.

How to Apply

To apply, please send an honest resume along with your cover letter detailing how you can add value to our team to: careers@cmcpenpro.com. No phone calls or walk-ins, please.

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