Client Service Consultant in Cleveland, OH at CBIZ

Date Posted: 9/8/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®   
  • 2019 America’s Best Mid-Size Employers by Forbes  
  • 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence  
  • Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources 

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).  

In support of providing consulting and advisory services, provides professional, support related to Plan compliance, design, and administration to an assigned book of clients

Essential Functions and Primary Duties:

  • Serve as main point of client for client servicing needs
  • Provide  consulting solutions to clients related to advisory services
  • Maximizing Plan Sponsor and Participant return on investment
  • 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
  • Assist with trust accounting preparation and reconciliation
  • Assist with contribution/allocation calculations including:  Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testing
  •  Assist with employee data reconciliation
  • Conduct client employee education meetings
  • Assist with or conduct client investment review meetings
  • 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, 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

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. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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