Century Business Services

Senior Account Manager | Retirement Plan Administrator

Century Business Services • $70K — $95K *
North Canton, OH 44720In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • High School Diploma or GED required; Bachelor's preferred.
  • 5+ years of experience in retirement plan administration and compliance.
  • Advanced understanding of industry principles and practices.
  • Expert knowledge of relevant laws and regulations.
  • Proficient in MS Office Suite and enterprise communication tools.
  • Experienced in leadership, coaching, and teaching roles.
  • Possesses QPA or QKA certification.

Responsibilities

  • Serve as the primary contact for a designated block of business, ensuring client satisfaction.
  • Resolve client issues regarding compliance, tax reporting, and contracts promptly.
  • Respond professionally to Plan sponsors' inquiries and concerns.
  • Promote client retention and enhance relationships through quality service.
  • Provide solutions that enhance operational efficiencies.
  • Collaborate internally to deliver accurate information in response to issues.
  • Assist in introducing new products and services to clients.
  • Create communication materials focused on compliance and education.

Benefits

  • Hybrid work arrangement
  • Professional development opportunities
  • Supportive team environment
  • Exposure to new products and services
  • Opportunities for leadership growth
Full Job Description
Job Description

#LI-JSS #LI-Hybrid

Responsibilities

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
  • 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


Preferred Qualifications
  • Bachelor's degree


Qualifications

Minimum Qualifications
  • 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

About Century Business Services

Century Business Services is a holding company that provides a range of business services to small and medium-sized businesses. The company's subsidiaries offer services such as payroll processing, human resources management, and employee benefits administration. Century Business Services was founded in 1996 and is headquartered in Denver, Colorado.
Learn more about Century Business Services
Size
6,000 employees
Market Cap
$2.3 billion
Industry
Business Services
Net Income
$78.3 million
Founded
1987
5 Year Trend
+6.7%
Revenue
$963.9 million
NASDAQ
CBZ
* Ladders Estimates

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