Lead Client Service Consultant | Retirement

1 month 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 Nation
  • Top Workplaces USA
  • Best 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:
  • 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
Minimum Qualifications:
  • High School Diploma or GED
  • Eight years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
  • Possesses highly advanced and broad knowledge and understanding of industry and professional principles, practices, and procedures
  • Possesses advanced 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, Microsoft Teams)
  • Experience performing work that requires initiative and leadership skills
  • Experience in coaching and teaching others
  • Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) or Certified Pension Consultant (CPC) 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

#LI-OD1

#LI-Hybrid

  • Lead Client Service Consultant | Retirement

    1 month ago

    Tucson, United States CBIZ, Inc. 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...

  • Lead Client Service Consultant | Retirement

    2 weeks ago

    Tucson, United States CBIZ, Inc. 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...

  • Lead Client Service Consultant | Retirement

    1 month 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...

  • Senior Client Service Lead

    2 weeks ago

    Tucson, United States Grand Pacific Resorts Full time

    Job DetailsJob Location Advanced Financial Company AZ - Tucson, AZ Position Type Full Time Salary Range $23.00 - $26.00 Hourly Job Shift 1st Shift Description Position Purpose: Support the Client Service Supervisor in management of staff and making sure service level requirements are achieved and maintained monthly. The Lead is the first point of contact for...

  • Lead Professional Services Engineer

    3 weeks ago

    Tucson, United States Transitions Group Full time

    Integrated Axis Technology Group is a leading Arizona-based provider of IT support services and solutions for businesses of all sizes. For over 20 years, we have helped businesses thrive through delivering their end ‐ to ‐ end technology needs. We’ve earned a reputation for providing excellent customer service and superior IT support for businesses in...

  • Lead Professional Services Engineer

    3 weeks ago

    Tucson, United States Palmetto Technoloy Group Full time

    Integrated Axis Technology Group is a leading Arizona-based provider of IT support services and solutions for businesses of all sizes. For over 20 years, we have helped businesses thrive through delivering their end-to-end technology needs. We've earned a reputation for providing excellent customer service and superior IT support for businesses in virtually...

  • Lead Professional Services Engineer

    2 months ago

    Tucson, United States Palmetto Technology Group, Inc. Full time

    Job DescriptionJob DescriptionIntegrated Axis Technology Group is a leading Arizona-based provider of IT support services and solutions for businesses of all sizes. For over 20 years, we have helped businesses thrive through delivering their end‐to‐end technology needs. We’ve earned a reputation for providing excellent customer service and superior IT...

  • Lead Professional Services Engineer

    1 month ago

    Tucson, United States Palmetto Technology Group, Inc. Full time

    Job DescriptionJob DescriptionIntegrated Axis Technology Group is a leading Arizona-based provider of IT support services and solutions for businesses of all sizes. For over 20 years, we have helped businesses thrive through delivering their end‐to‐end technology needs. We’ve earned a reputation for providing excellent customer service and superior IT...

  • Lead Professional Services Engineer

    1 week ago

    Tucson, United States Palmetto Technology Group, Inc. Full time

    Job DescriptionJob DescriptionIntegrated Axis Technology Group is a leading Arizona-based provider of IT support services and solutions for businesses of all sizes. For over 20 years, we have helped businesses thrive through delivering their end‐to‐end technology needs. We’ve earned a reputation for providing excellent customer service and superior IT...

  • Professional Services Consultant

    4 days ago

    Tucson, United States Clinisys Full time

    As a Professional Services Consultant, you will deliver implementation or consulting projects to achieve successful on-time schedule completion and client satisfaction. You will provide clients with mentorship and advice for workflow planning and drive adoption of standard methodologies for the greatest customer return on investment. You will be responsible...

  • Professional Services Consultant-Lab

    2 weeks ago

    Tucson, United States Clinisys Full time

    As a Professional Services Consultant, you will deliver implementation or consulting projects to achieve successful on-time schedule completion and client satisfaction. You will provide clients with mentorship and advice for workflow planning and drive adoption of standard methodologies for the greatest customer return on investment. You will be responsible...

  • Lead Professional Services Engineer

    7 days ago

    Tucson, United States Courser Full time

    Job DescriptionJob DescriptionWho we are Integrated Axis is a leading Managed Services Provider (MSP) located in Tucson, AZ with clients located across the US. Our organization has a strong company culture built on our values of Teamwork, Service, Growth-Minded, Trust, and Innovative. Our team dedicates their time working together to provide phenomenal...

  • Client Services Representative

    1 month ago

    Tucson, United States Tucson Medical Center Full time

    Client Services Representative - Lab Job CategoryAllied Health SchedulePart time Shift2 - Mid Shift SUMMARY: The Laboratory Client Services Representative is responsible for working cooperatively with Clinical staff and patients promoting professional and respectful interactions. Serves as an informational representative of clinical departments...

  • Client Services Representative

    1 week ago

    Tucson, United States Tucson Medical Center Full time

    Client Services Representative - Lab Job CategoryAllied Health SchedulePart time Shift2 - Mid Shift SUMMARY: The Laboratory Client Services Representative is responsible for working cooperatively with Clinical staff and patients promoting professional and respectful interactions. Serves as an informational representative of clinical departments...

  • Lead Underground Geotechnical Engineer

    4 days ago

    Tucson, United States WSP Full time

    **This Opportunity** WSP is currently initiating a search for a **Lead Underground Geotechnical Engineer** to join our Tucson, AZ office on a full-time basis. Be involved in projects with our Mine Engineering & Stability Team and be a part of a growing organization that meets our client's objectives and solves their challenges. In this role you will...

  • Planning Consultant

    1 month ago

    Tucson, United States Soteriare Full time

    Planning Consultant - Tucson, AZ page is loaded Planning Consultant - Tucson, AZ Apply locations Tucson, AZ time type Full time posted on Posted 5 Days Ago job requisition id 2090699 Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through...

  • Planning Consultant

    1 week ago

    Tucson, United States Soteriare Full time

    Planning Consultant - Tucson, AZ page is loaded Planning Consultant - Tucson, AZ Apply locations Tucson, AZ time type Full time posted on Posted 5 Days Ago job requisition id 2090699 Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through...

  • Client Service Representative

    4 days ago

    Tucson, United States Interim HealthCare - Ringling Group Full time

    **Home Health Care CSR** **Hours**:Monday-Friday, 8:00am - 5:00 pm; On Call Rotation; Full Time **Pay**:$14.35 - $17.00 per hour, with overtime and bonus opportunities available **Client Service Representative (CSR)**: **in Tucson, Arizona**: Experience a culture that values CSRs for the vital role they play. At Interim HealthCare®, you’ll be part of...

  • Environmental Services Lead

    3 weeks ago

    Tucson, United States Handmaker Full time

    **Overview** Handmaker, a local non-profit, is looking for a dynamic, & hard-working lead associate to join our Environmental Services Team. At Handmaker, our ES team fulfills a crucial role in our day-to-day operations for our valued residents. Handmaker has provided loving, quality care for seniors in the Tucson area for over 60 successful years....

  • Planning Consultant

    2 months ago

    Tucson, United States Fidelity Investments Full time

    Job Description:Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption...