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Client Service Consultant - Retirement

CBIZ

in Remote / Phoenix AZ / Kansas City MO / Independence OH / Philadelphia PA

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 plan services 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:

  • Provide DC consulting solutions to clients related to advisory services
  • Manage client portfolios pursuant to approved asset allocation models
  • Provide individual and global investment advice to plan participants 
  • Maximizing Plan Sponsor and Participant return on investment
  • Identifying and addressing participant savings and investments gaps
  • 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
  • Trust accounting preparation and reconciliation
  • Contribution/allocation calculations including:  Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testing
  • Employee data reconciliation
  • Additional responsibilities as assigned

Preferred Qualifications:

  • Bachelor’s degree 

Minimum Qualifications:

  • High School Diploma or GED  
  • At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
  • Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures
  • Possesses comprehensive knowledge of pertinent laws, regulations and professional standards
  • Proficient 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
  • Pursuing 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

To apply,  please email your resume to sgaither@cbiz.com or apply directly via the link. 

Apply Now


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