Account Manager | Retirement Plan Administrator

Job TitleBe the First to ApplyEssential Functions and Primary DutiesPrimary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned businessPerform all required Compliance Testing and related itemsReconciles assets, prepares Form 5500 and all schedulesPreparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations OrdersEffectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelinesRespond to Plan sponsors in a professional and timely manner concerning issues or questionsPromote client retention and identify opportunities to build existing relationships through timely service qualityProvide value-add solutions to increase operational efficienciesCollaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issuesResolve complex situations or requestsAttend client meetings and prepare materials for meetingsAchieve service goals established by departmentAdditional responsibilities as assignedPreferred QualificationsBachelor's degreeFamiliarity with FT William software used for 5500 and complianceMinimum QualificationsHigh School Diploma or GEDAt least three years of professional, retirement plan administration, and compliance experiencePossesses comprehensive knowledge of industry and professional concepts, principles, practices, and proceduresPossesses comprehensive knowledge of pertinent laws, regulations, and professional standardsProficient use of applicable technologyProficient 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 skillsPursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)Ability to anticipate and elicit customer needsAbility to self-learn and develop business and technical knowledge quicklyMotivated team player with demonstrated interpersonal skillsComfortable working with quick turnaround times and deadlinesExcellent communication skills with the ability to effectively interact with individuals at all levels of the organizationAbility to travel as necessaryAbout UsCBIZ, 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.