Job Description
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.
Essential Functions and Primary Duties: • 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: • Bachelor's degree
• Series 65 license
• Fifteen years of professional, retirement plan experience
• Advanced knowledge of plan structure and vendors: recordkeepers, TPAs, fee structures, plan benchmarking
• If Series 65 licensed, strong knowledge of investment concepts: economic & capital markets, investment lineups, investment vehicles, and general retirement planning theories.
• Attainment or pursuit of at least one: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisor), CIMA (Certified Investment Management Analyst) Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA), Accredited Investment Fiduciary (AIF), or other approved credentials or those required by law and/or requested by the organization
• Accept full responsibility for self and contribution as a team member
• Ability to provide technical leadership to staff
Minimum Qualifications: - High School Diploma or GED required
- Eight years of professional, retirement plan experience
- Possesses highly advanced and broad understanding of industry and professional principles, practices, and procedures
- Expert knowledge of pertinent laws, regulations, and professional standards
- Expert 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
- Experience in coaching and teaching others
- Series 6 license, plus any other licenses as required by law
- Pursuing at least one: CFA (Chartered Financial Analyst), CPFA (Certified Plan Fiduciary Advisor), CIMA (Certified Investment Management Analyst) Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) or other approved credentials or those required by law and/or requested by the organization
- Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes
- Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
- Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
- Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
- Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur; helps others resolve conflicts by providing impartial mediation when needed
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