Lead Client Service Consultant | Retirement

4 weeks ago

Tucson, United States CBIZ Full time

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 is honored to be the recipient of several national recognitions for 2023:

Best and Brightest Companies to Work for in the NationTop Workplaces USABest Places to Work in InsuranceBest and Brightest Companies in WellnessGreat 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:

Provide DC consulting solutions to clients related to advisory servicesManage client portfolios pursuant to approved asset allocation modelsProvide individual and global investment advice to plan participantsMaximizing Plan Sponsor and Participant return on investmentIdentifying and addressing participant savings and investments gapsImproving plan efficiency to reduce costs and related administrationAssist clients with all related IRS, ERISA, and Department of Labor complianceComplete 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, 945Required notices and disclosures such as QDIA and QACAReview, creation, and distribution of Plan DocumentsFiduciary Compliance and TrainingRecord keeping reviewTrust accounting preparation and reconciliationContribution/allocation calculations including: Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testingEmployee data reconciliationAdditional responsibilities as assignedPreferred Qualifications:

Bachelor's degreeMinimum Qualifications:

High School Diploma or GEDEight years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environmentPossesses highly advanced and broad knowledge and understanding of industry and professional principles, practices, and proceduresPossesses advanced knowledge of pertinent laws, regulations and professional standardsExpert use of applicable technologyProficient 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 skillsExperience in coaching and teaching othersQualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) or Certified Pension Consultant (CPC) and/or Series 65 licensing as requested by the organizationAbility to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent communication skills with the ability to effectively interact with individuals at all levels of the organization

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