Lead Client Service Consultant | Retirement & Investment

With over offices and nearly 7, 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 is honored to be the recipient of several national recognitions for :

Best and Brightest Companies to Work for in the Nation

Top Workplaces USA

Best 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 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, (b), (g)
• Government filings such as : Form , -SSA, , -R, ,
• 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 :

Bachelors degree

Minimum Qualifications :

• High School Diploma or GED
• Eight years of professional, retirement plan investment advisory experience in a (k) and / or (b) environment
• Possesses highly advanced and broad knowledge and understanding of industry and professional principles, practices, and procedures
• Possesses advanced 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, Microsoft Teams)
• Experience performing work that requires initiative and leadership skills
• Experience in coaching and teaching others
• Qualified Pension Administrator (QPA), Qualified (K) Administrator (QKA) or Certified Pension Consultant (CPC) and / or Series 65 licensing as requested by the organization
• 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

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