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Senior Client Service Consultant

CBIZ

in Independence OH / Phoenix AZ / Torrance CA / Denver CO

Logo for CBIZ

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   

CBIZ has been honored to be the recipient of several national recognitions:  
 
•    2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
•    2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
•    Top 101 2020 Best and Brightest Companies to Work For in the Nation
•    2020 Healthiest 100 Workplace in America
•    2021 Top Workplaces USA

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement & investment solutions to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).  

Essential Functions and Primary Duties:

  • Serve as main point of client for client servicing needs
  • Provide  consulting solutions to clients related to advisory services
  • Maximizing Plan Sponsor and Participant return on investment
  • Improving plan efficiency to reduce costs and related administration
  • Assist clients with all related IRS, ERISA, and Department of Labor compliance
  • Complete or review all aspects of Annual Plan Administration including:
  • Annual testing for plans including ADP/ACP, Top Heavy, 410(b), 402(g)
  • Government filings such as:  Form 5500, 8955-SSA, 5330, 1099-R, 1096, 945
  • Required notices and disclosures such as QDIA and QACA
  • Review, creation, and distribution of Plan Documents
  • Fiduciary Compliance and Training
  • Record keeping review
  • Assist with trust accounting preparation and reconciliation
  • Assist with contribution/allocation calculations including:  Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testing
  •  Assist with employee data reconciliation
  • Conduct client employee education meetings
  • Assist with or conduct client investment review meetings
  • Additional responsibilities as assigned

Preferred Qualifications:

  • Bachelor’s degree 

Minimum Qualifications:

  • High School Diploma or GED  
  • At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
  • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
  • Possesses expert knowledge of pertinent laws, regulations, and professional standards
  • Expert use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Experience in coaching and teaching others 
  • Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) 
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly 
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

How to Apply

Please email your resume directly to me at sgaither@cbiz.com


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