Senior Account Manager

4 hours ago


Canton, Ohio, United States CBIZ Operations, Inc. Full time
Job Title: Senior Account Manager

Join CBIZ Operations, Inc. as a Senior Account Manager and take on a challenging role that requires strong leadership and communication skills. As a key member of our team, you will be responsible for managing a portfolio of clients and providing exceptional service to ensure their satisfaction and loyalty.

Key Responsibilities:
  • Manage a block of business and ensure overall client satisfaction
  • Use available resources to resolve client issues, including compliance, tax reporting, audits, and IRS guidelines
  • Respond to plan sponsors in a professional and timely manner
  • Provide value-added solutions to increase operational efficiencies
  • Collaborate with internal partners to deliver timely and accurate information
  • Assist with the introduction of new products and services
  • Resolve complex situations or requests
  • Attend client meetings and prepare materials
Requirements:
  • Bachelor's degree
  • At least five years of professional, retirement plan administration, and compliance experience
  • Advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
  • Expert knowledge of pertinent laws, regulations, and professional standards
  • Expert use of applicable technology
  • Proficient use of MS Office Suite and enterprise communication and travel solutions
Preferred Qualifications:
  • 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

CBIZ Operations, Inc. is an equal opportunity employer and welcomes applications from diverse candidates. If you are a qualified individual with a disability, you may request reasonable accommodation during the application process.



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