Senior Client Service Consultant

#LI-JS1 #LI-HybridCBIZ, 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.Minimum QualificationsHigh School Diploma or GEDAt least five years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environmentPossesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and proceduresPossesses expert knowledge of pertinent laws, regulations, and professional standardsExpert 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 skillsExperience in coaching and teaching othersQualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) and/or Series 65 licensing as requested by the organization 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 organizationEssential Functions and Primary DutiesProvide DC consulting solutions to clients related to advisory servicesManage client portfolios pursuant to approved asset allocation modelsProvide individual and global investment advice to plan participants Maximizing Plan Sponsor and Participant return on investmentIdentifying and addressing participant savings and investments gapsImproving plan efficiency to reduce costs and related administrationAssist 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, 945Required notices and disclosures such as QDIA and QACAReview, creation, and distribution of Plan DocumentsFiduciary Compliance and TrainingRecord keeping reviewTrust accounting preparation and reconciliationContribution/allocation calculations including: Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testingEmployee data reconciliationAdditional responsibilities as assignedPreferred QualificationsBachelor’s degree Posting Date: 2026-08-11