Account Manager | Retirement Plan Administrator at CBIZ

#LI-OD1 #LI-Hybrid

Essential Functions and Primary Duties

• Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
• Perform all required Compliance Testing and related items
• Reconciles assets, prepares Form 5500 and all schedules
• Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
• Effectively 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 guidelines
• Respond to Plan sponsors in a professional and timely manner concerning issues or questions
• Promote client retention and identify opportunities to build existing relationships through timely service quality
• Provide value-add solutions to increase operational efficiencies
• Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
• Resolve complex situations or requests
• Attend client meetings and prepare materials for meetings
• Achieve service goals established by department

• Additional responsibilities as assigned

  Preferred Qualifications

• Bachelor's degree
• Familiarity with FT William software used for 5500 and compliance

Minimum Qualifications

• High School Diploma or GED  
• Zero to two years of professional, retirement plan administration experience
• Possesses fundamental knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses fundamental 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, Skype)
• Experience performing work that requires initiative and leadership skills
• Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) 
• 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
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes
• Ability to travel as necessary