Client Service Consultant | Retirement and Investment

Job Description 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 #J-18808-Ljbffr CBIZ