Senior Client Service Consultant

CBIZ, Inc.

• $80K — $95K *
Cleveland, OH 44130In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • High School Diploma or GED required
  • Minimum five years of retirement plan investment advisory experience
  • Advanced knowledge of industry principles and practices
  • Expert knowledge of laws and regulations relevant to the field
  • Proficient in MS Office Suite and technology applications
  • Leadership experience in coaching and teaching
  • Licensure as QPA, QKA, and/or Series 65 preferred

Responsibilities

  • Provide consulting solutions on defined contribution services
  • Manage client portfolios following asset allocation models
  • Deliver investment advice to plan participants
  • Maximize returns for Plan Sponsors and Participants
  • Identify and address savings and investment gaps for participants
  • Enhance plan efficiency to lower costs and administration burdens
  • Ensure compliance with IRS, ERISA, and DOL regulations
  • Oversee annual plan administration testing and government filings
  • Review and create Plan Documents and required disclosures
  • Train on fiduciary compliance and oversee record keeping
  • Perform trust accounting and contribution calculations

Benefits

  • Hybrid work model available
  • Opportunity for professional development and growth
  • Engagement with a diverse portfolio of clients
  • Work with a knowledgeable and experienced team
  • Potential for leadership opportunities within the organization
Full Job Description
Job Description

#LI-JS1 #LI-Hybrid

Responsibilities

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


Qualifications

Minimum Qualifications
  • High School Diploma or GED
  • At least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
  • 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) 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


* Ladders Estimates

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