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Client Manager

CMC Pension Professionals

in Telecommute / CA

CMC Pension Professionals is a growing, client-focused third-party pension administration firm in Glendale, CA. We provide clients with a superlative experience−from a correct and timely work product to the personal attention that lets us anticipate and respond to a client’s needs. We’re adding a pension professional to our long-tenured team. Will you be the pension professional to “wow” us with your knowledge, skills, and abilities?

We Value:

• Honesty and integrity.
• Personal accountability for a timely and accurate work product.
• True team players.
• A focus on an unparalleled client experience.
• Initiative to recognize and act on ways to improve the client’s experience and/or work processes.

Requirements:

• A minimum of two years’ experience at a TPA firm performing plan administration on ASC software.
• Experience preparing/running defined benefit valuations on ASC software.
• Must understand plan valuations, compliance testing, distribution and loan processing, and related-tax forms, as well as disclosure requirements and government regulations.

Your Responsibilities:
DB and DC plan administration, including, but not limited to year-end processing, including trust accounting tasks, tax forms, disclosures and participant statements.

Additional Preferred Skills:

• Hold a QKA or related credential from ASPPA.
• Experience using Ft. William software.
• Ability to communicate clearly with clients (both in written materials and orally).
• Ability to gather appropriate client and plan data and offer solutions to problems.
• Ability to build solid relationships with clients and co-workers.
• Hold a degree in math, finance, economics, business, or a related field.

CMC Pension Professionals operates as a team. We value each other’s skills, abilities, and experience. We celebrate success, growth, and innovation. We learn from our errors and share our knowledge. CMC’s atmosphere is supportive and collegial.We offer flexible work schedules, competitive salaries/bonuses, and an excellent benefits package.To apply, please send an honest resume and a cover letter, detailing how you can add value to our team to: careers@cmcpenpro.com.

No phone calls or walk-ins, please.

How to Apply

To apply, please send an honest resume and a cover letter, detailing how you can add value to our team to: careers@cmcpenpro.com.

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