Client Service Consultant | Retirement and Investment

#LI-OD1 #LI-Hybrid

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
• At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment
• 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, Microsoft TEAMS)
• Experience performing work that requires initiative and leadership skills
• Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) and/or Series 65 licensing as requested by 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
• Ability to travel as necessary

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.