Client Service Consultant | Retirement and Investment

Client Service Consultant | Retirement Investment Advisory Services Be the First to Apply Job Info Job Identification 5621 Posting Date 05/19/2026, 05:07 PM Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid) Essential Functions and Primary Duties Serve as the primary contact for a specified number of corporate retirement plan clients, providing consulting and advisory solutions and being accountable for the delivery of exceptional client service. Consult with plan sponsors and retirement committees on matters related to fiduciary governance, plan design, plan compliance, vendor oversight, fees & expenses, participant engagement, and investment advisory (if licensed). Handle all day-to-day inquiries and service requests for assigned client base, responding to and resolving routine client questions or requests in a timely manner. Target 100% client retention. Proactively schedule, conduct, and lead client committee meetings (annually, semi-annually, or quarterly). Includes coordination with the strategic advisor, client committee, and vendors. Also includes the preparation and delivery of meeting materials and completion of post-meeting documentation and follow-up. Maintain regular communication between all parties (plan sponsor, committee members, recordkeeper, TPA, actuary, attorney, etc.) to strengthen client satisfaction and further deepen the client relationship. Coordinate with outside business partners as needed (recordkeepers, TPAs, investment managers) to manage client requests to successful completion. Maintain detailed notes/logs of client interactions and ensure all documentation is stored properly per firm protocols. Proactively address outstanding inquiries and develop possible solutions to alleviate future inquiries. Additional responsibilities as assigned by management. Preferred Qualifications FINRA Series 65 license (or willingness to obtain within 6 months of employment) 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 #LI-JSS #LI-Hybrid About Us 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 toaccelerate 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. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. 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 View phone number on click.appcast.io (toll free) or send an email to View email address on click.appcast.io . Equal Opportunity Employer 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, 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 Know Your Rights . #J-18808-Ljbffr CBIZ Employee Services Organization