Client Relationship Manager in Philadelphia, PA at CBIZ

Date Posted: 4/5/2018

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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

Our CBIZ Savitz office provides a comprehensive service model to help plan sponsors manage the risk and complexities of plan sponsorship. Whether you sponsor a 401(k), 403(b), 457, 401(a), profit sharing plan, money purchase, non-qualified (DB & DC), pension, cash balance, SERP, VEBA, etc., we have an experienced administration, actuarial and advisory team ready to assist.​

Job Purpose / Objective

  • Function as part of department senior management team
  • Manage client account and internal account teams
  • Provide strategic business insights to clients and internal leadership

Roles & Responsabilities

  • Manage overall client book of business
  • Operate as a subject matter expert in connection with the design and administration of employee benefit plans (Defined Benefits, Defined Contribution and/or Health and Welfare)
  • Share knowledge and make sound business decisions
  • Gather, understand and utilize data and key metrics to make recommendations on internal department procedures
  • Recognize business opportunities for our clients and for CBIZ
  • Participate in new business responses and presentations
  • Assume significant client responsibility as client’s trusted advisor, is relied upon for:  knowledge of industry trends; identification of client issues and conflicts; proactively communicating solution options to client and team
  • Manage staff on timely execution of engagement deliverables, including meeting regulatory timing requirements for each client
  • Complete technical and strategic reviews to ensure quality control standards are met
  • Assume responsibility for new client development in partnership with upper management
  • Lead client meetings and presentations
  • Familiarize clients with all CBIZ services and assist with the development of proposals in connection with individual cross serve goals
  • Assume responsibility for billing and realization on assigned clients; develop overall engagement budget, analyze and explain variances
  • Develop and maintain understanding of client’s employee benefit plan goals and objectives
  • Supervise, train and mentor staff; listen and communicate effectively
  • Work to develop responsible, trained staff by conducting performance feedback and evaluations
  • Drive a team environment; demonstrate support of management decisions and build a positive culture
  • Additional responsibilities as assigned

Minimum Qualifications 

  • Bachelor’s degree required or at least 5-8 years of experience in related field
  • At least 3-5 years supervisory experience
  • Credentialed member a  plus but not required (ASPPA, SOA, CCA, AAA, CEBS)
  • Ability to manage all aspects of client engagements
  • Ability to manage deadlines, work on multiple assignments and prioritize assignments as necessary
  • Ability to manage staff to ensure appropriate priorities, deliverables and development of skills
  • Strong verbal and written communication skills with demonstrated ability to communicate effectively throughout all levels of an organization, both internally and externally
  • Proficiency with Microsoft Office and other applicable technology
  • Ability  to travel based on client and business needs


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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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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