Account Manager (REMOTE) Retirement & Investment

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Job Code:

BI0977

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Essential Functions and Primary Duties:

Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business

Perform all required Compliance Testing and related items

Reconciles assets, prepared Form 5500 and all schedules

Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders

Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines

Respond to Plan sponsors in a professional and timely manner concerning issues or questions

Promote client retention and identify opportunities to build existing relationships through timely service quality

Provide value add solutions to increase operational efficiencies

Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues

Resolve complex situations or requests

Attend client meetings and prepares materials for meetings

Achieve service goals established by department

Additional responsibilities as assigned

Preferred Qualifications:

Bachelor's degree

Familiarity with FT William software used for 5500 and compliance

Minimum Qualifications:

High School Diploma or GED

At least three years of professional, retirement plan administration, and compliance experience

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

The salary range for this job in this market is $60,000-$75,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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CBIZ.Jobs Category: Client Management

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