Investment associate Jobs in St louis mo
Last updated: 11 hours ago
- Promoted
Senior Account Manager | Retirement & Investment
Century Business ServicesSaint Louis, MO Show moreLast updated: 10 days ago
Community Development Lending & Investment Partner
Regions BankSt Louis, MO, Butler Hill Branch- Promoted
Associate, Library
St. Louis Community CollegeSt. Louis, MO, United States Show moreLast updated: 10 days ago
- Promoted
- New!
ASSOCIATE DENTIST ASSOCIATE DENTIST
Valley NewsMO, United States- Promoted
SENIOR ANALYST INVESTMENT REPORTING
EmpowerSt. Louis, MO, United StatesInvestment Specialist, TRPG
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Lincoln Financial GroupSt. Louis, MO (Missouri)Senior Retail Investment Research Analyst
WELLS FARGO BANKSAINT LOUIS, Missouri, United States of America Show moreLast updated: 30+ days ago
Senior Investment Accountant - Hybrid
The Cigna GroupSt. Louis, MO- Promoted
Investment and Wealth Management Encore Consultant
DeloitteSaint Louis, MO- Promoted
- Promoted
Sales Associate
VirtualVocationsSaint Louis, Missouri, United States- Promoted
Investment Accounting Team Lead
AccentureSaint Louis, MOSenior Account Manager | Retirement & Investment
CBIZMO, St Louis Show moreLast updated: 30+ days ago
- Promoted
Associate
HCL Technologies Ltd.Saint Louis, MO, United States- Promoted
- New!
Billing Associate
BEST ONE TIRE & SERVICESt. Louis, MO, United StatesInvestment Manager
Alberici ConstructorsSaint Louis, MO, USA- Promoted
- Promoted
Associate Endodontist
Specialty1 PartnersSaint Louis, MO, USSenior Account Manager | Retirement & Investment
Century Business ServicesSaint Louis, MO10 days ago
Job descriptionPrimary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, 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 Assist with the introduction of new products and services Resolve complex situations or requests Create plan communications focusing on compliance and education Attend client meetings and prepares materials for meetings Achieve service goals established by department Additional responsibilities as assigned Bachelor's degree High School Diploma or GED At least five years of professional, retirement plan administration, and compliance experience 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
With over 120 offices and nearly 7,000 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 for 2023 :
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Places to Work in Insurance
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
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 :
Preferred Qualifications :
Minimum Qualifications :
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