Client Service Consultant | Retirement and Investment

CBIZ, 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.

#LI-JSS #LI-Hybrid

Essential Functions and Primary Duties

• Serve as the primary contact for a specified number of corporate retirement plan clients, providing consulting and advisory solutions and being accountable for the delivery of exceptional client service.
• 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 
• FINRA Series 65 license (or willingness to obtain within 6 months of employment) 

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