Account Manager | Retirement
1 month ago
Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: BI0977 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: 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 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 #LI-OD1 #LI-Hybrid CBIZ.Jobs Category: Client Management REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. Yo
-
Accounting Manager
4 weeks ago
Canton, United States International Staff Consulting Full timeOur client provides services to businesses. They are creating a national network of world-class service providers united by a shared commitment to providing the highest levels of technical knowledge with superior service. The Company has already completed over 15 acquisitions in the last few years and has a national footprint. Operating revenues are over 200...
-
Retirement Planner/Financial Advisor
3 days ago
Canton, United States Golden Reserve LLC Full timeJob DescriptionJob DescriptionGolden Reserve is looking for experienced financial services planners. We know how challenging the financial industry can be to get started. We know the work it takes to build your own book, if you do not inherit it from a parent, or an existing practice. We know about the empty promises and lies spread by most financial firms...
-
ACCOUNTING MANAGER IN TRAINING
3 months ago
Canton, United States Pilgrim's Full timeDescription Accounting Manager in Training GENERAL SUMMARY: This position is responsible for all financial aspects of operations accounting as a key member of the facility management team. Key responsibilities are to work closely with operations and accounting management to reduce costs through reporting and analysis, weekly & monthly financial...
-
Accounting and Reporting Manager
3 weeks ago
Canton, Michigan, United States GNS North America, Inc. Full timeGNS North America, Inc. is seeking an experienced Accounting and Reporting Manager to lead our accounting team. The successful candidate will be responsible for maintaining accurate and timely accounting records, analyzing costs, and preparing financial reports.Job Overview: The Accounting and Reporting Manager will oversee the accounting function, ensuring...
-
Accounting Operations Manager
3 weeks ago
Canton, Massachusetts, United States Robert Reiser & Co, Inc. Full timeAbout the RoleRobert Reiser & Co, Inc. is seeking a highly experienced Accounting Operations Manager to oversee the daily operations of our accounting department.Job OverviewThis position will manage the team to ensure that the work is properly allocated and completed in a timely and accurate manner. The position serves as close management support to the...
-
Account Manager for Strategic Partnerships
3 weeks ago
Canton, Ohio, United States Area Wide Protective, Inc. Full timeAt Area Wide Protective, Inc., we are committed to securing work zones and ensuring the safety of our customers, drivers, and teams.About UsWe are North America's leading traffic control specialist, with a team of 6,500 professionals who help secure over 2,000 work zones every day. Our dedication to safety is unwavering, and we strive to make a difference in...
-
Account Rep
1 day ago
North Canton, United States Genuine Parts Company Full timeSUMMARY: The Account Representative drives sales, identifies, and generates opportunities for various types of customers. This role fosters customer satisfaction by maintaining customer contact and managing customer expectations. The Account Representative provides education of Motion Industries products through technical presentations. JOB DUTIES: •...
-
Account Rep
16 hours ago
North Canton, United States Genuine Parts Company Full timeSUMMARY: The Account Representative drives sales, identifies, and generates opportunities for various types of customers. This role fosters customer satisfaction by maintaining customer contact and managing customer expectations. The Account Representative provides education of Motion Industries products through technical presentations. JOB DUTIES: •...
-
Account Rep
1 week ago
North Canton, United States Genuine Parts Company Full timeSUMMARY:The Account Representative drives sales, identifies, and generates opportunities for various types of customers. This role fosters customer satisfaction by maintaining customer contact and managing customer expectations. The Account Representative provides education of Motion Industries products through technical presentations.JOB DUTIES:•...
-
Account Management Professional
4 days ago
Canton, Georgia, United States HOODS UNLIMITED, INC Full timeHOODS UNLIMITED, INC is seeking an Account Management Professional to join our sales team. As an Account Management Professional, you will be responsible for managing existing client relationships, identifying new sales opportunities, and delivering exceptional customer service. We are seeking a highly motivated and results-driven individual who is...
-
Accounts Receivable Clerk Manager
3 weeks ago
canton, United States Creative Financial Staffing Full timeCreative Financial Staffing has partnered with a leading manufacturing company to help professionals complete every job on time and within budget.The ideal candidate for this role will have strong accounting skills and experience in managing cash application, daily cash balancing, and general ledger postings.Estimated Salary: $60,000 - $80,000 per yearWe are...
-
Accountant
1 month ago
Canton, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a contract to permanent employment opportunity for an Accountant in CANTON, Ohio, United States. The company is in the non-profit sector. As an Accountant, you will play a crucial role in managing financial functions, ensuring accuracy and efficiency in accounting operations, and utilizing various accounting...
-
Senior Accounts Manager
7 days ago
Canton, United States Powell Industries Full timeAs a Senior Accounts Manager, you will be responsible for identifying and developing new business while managing existing accounts through face-to-face contact throughout North America. You will be expected to truly understand your customers' business, be able to craft unique solutions, and build broad preference for Powell products and services, specific to...
-
Financial Expert for Accounts Payable Management
3 weeks ago
Canton, Ohio, United States Creative Financial Staffing Full timeACCOUNTS PAYABLE SPECIALISTA renowned company in Ohio is looking to hire an accomplished Accounts Payable Specialist to manage its financial operations. The successful candidate will be responsible for the full cycle of accounts payable, including three-way matching, coding invoices and expenses, preparing tax filings, reconciling vendor statements, and...
-
Accounting Manager
2 months ago
North Bergen, United States Bergen Logistics Full timeOur company is experiencing rapid growth, and we are seeking an Accounting Manager that is going to roll up their sleeves to build the accounting infrastructure and processes that will support the US business growth in a fast yet controlled manner. We are looking for an Accounting Manager who is comfortable and confident in a growing company, who is familiar...
-
Strategic Accounts Manager
3 weeks ago
North Andover, United States Watts Water Technologies Full timeWe‘re Watts. Together, we‘re reimagining the future of water.We feel proud every day about what we do. We‘re all part of the same crucial mission, no matter what function we support -- it‘s to provide safe, clean water for the world, and to protect our planet‘s most valuable resource.What we do:For 150 years, Watts has built best-in-class products...
-
Project Manager
4 months ago
North Canton, United States Affinity Executive Search Full timeThe Project Manager must be well-versed in all construction methodologies and procedures andable to coordinate a team of professionals of different disciplines to achieve the best results. Ananalytical mind, problem-solving capability, and excellent organizational skills are criticalrequirements for success.This position is accountable for identifying,...
-
Senior Accountant
3 weeks ago
Canton, United States Nexant, Inc. Full timeResource Innovations is seeking a Senior Project Accountant to join our growing team. We are seeking a highly skilled and motivated Senior Project Accountant with a strong background in Project Accounting to join our dynamic team. As a Senior Project Accountant, you will support billing, Profit and Loss Statement review, apply revenue standard ASC 606 to...
-
Senior Accountant
1 week ago
Canton, United States Nexant, Inc. Full timeResource Innovations is seeking a Senior Project Accountant to join our growing team. We are seeking a highly skilled and motivated Senior Project Accountant with a strong background in Project Accounting to join our dynamic team. As a Senior Project Accountant, you will support billing, Profit and Loss Statement review, apply revenue standard ASC 606 to...
-
Strategic Tax and Accounting Professional
3 weeks ago
Canton, Ohio, United States Cherokee CPA Services Pc Full time**Job Title:** Strategic Tax and Accounting Professional**Company Overview:** At Cherokee CPA Services Pc, we are a forward-thinking accounting firm dedicated to providing exceptional services to small businesses. Our innovative approach combines technology, precise processes, and organization to achieve a healthy work-life balance.**Salary Range:**...