Account Manager (REMOTE) | Retirement & Investment

CBIZ; St. Louis (MO); Remote; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated professional to enhance client satisfaction in retirement plan administration. This role involves being the primary contact for clients, ensuring their needs are met with timely and effective solutions. You will utilize your problem-solving skills to address compliance inquiries and promote client retention. The ideal candidate will have a strong background in retirement plan compliance, excellent communication skills, and the ability to work collaboratively with internal teams. This is an exciting opportunity to grow within a supportive environment that values your contributions and fosters professional development.

Qualifications

• 3+ years of retirement plan administration and compliance experience.
• Comprehensive knowledge of industry laws and regulations.

Responsibilities

• Primary contact for assigned clients, ensuring satisfaction and service quality.
• Resolve client inquiries on compliance and tax reporting efficiently.

Skills

Client Satisfaction

Problem Solving

Interpersonal Skills

Communication Skills

Initiative

Leadership Skills

Customer Needs Anticipation

Time Management

Education

Bachelor's degree

High School Diploma or GED

Tools

MS Office Suite

Concur

Skype

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:

• Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
• Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, 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
• Assist with the introduction of new products and services
• Resolve complex situations or requests
• Create plan communications focusing on compliance and education
• Attend client meetings and prepares materials for meetings
• Achieve service goals established by department
• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor's degree

Minimum Qualifications:

• High School Diploma or GED
• At least three years of professional, retirement plan administration, and compliance experience
• 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, 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
• Ability to travel as necessary