Manager, Client Service | DC Retirement Plans

CBIZ; Atlanta (GA); On-site; USD 85,000 - 120,000; Full time

Job summary

CBIZ in the United States seeks a senior supervisor to lead subordinate staff, ensure accountability, and execute annual goals in a dynamic professional services environment. The role emphasizes leadership, coaching, and compliance across departments in a results-driven setting.

You will influence hiring, rewards, and disciplinary actions, mentor staff, and collaborate with clients while ensuring adherence to state and federal regulations and company policies.

Qualifications

• HS diploma or GED required; Bachelor's degree preferred.
• 6+ years of experience with increasing complexity.
• At least 4 years supervising and leading staff.
• Must maintain current licenses and certifications relevant to field.
• Demonstrate industry experience and technical knowledge.
• Proficient use of applicable technology.
• Excellent verbal and written communication across all levels.
• Expert knowledge of state and federal legislation and regulations impacting discipline.
• Expertise in managing clients.
• Advanced problem solving and critical thinking.

Responsibilities

• Achieve organizational objectives through coordinated staff efforts.
• Assumes accountability for decisions made by subordinate staff.
• May supervise and perform unit tasks; supervisory activities are primary.
• Provide input into hiring decisions.
• Provide input into rewarding and disciplinary actions.
• Execute annual goals and priorities.
• Supervise staff to assure accountability and stewardship of resources.
• Influence direction for new or revised services, programs, processes, standards.
• Analyze and resolve problems; interpret policies with solid subject matter knowledge.
• Exercise judgment within procedures and policies to determine action.
• Provide leadership, coaching, and mentoring to subordinate staff.
• Listen and resolve grievances.
• Additional responsibilities as assigned.

Skills

Leadership

Staff supervision

Communication

Problem solving

Regulatory knowledge

Client management

Critical thinking

Technology proficiency

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Proficient use of technology

Job description

Job Description

• Achieve organizational objectives through the coordinated achievements of subordinate staff
• Assumes accountability for decisions made by subordinate staff
• May spend a portion of time performing individual tasks related to the unit. However, supervisory activities constitutes a primary part of the job
• Provide major input into hiring decisions
• Provide major input into rewarding and disciplinary actions
• Execute annual goals and priorities
• Supervise staff to assure accountability and stewardship of department resources (operational, financial and human) in compliance with departmental goals and objectives
• Influence the direction for new or revised services, programs, processes, standards or operation plans
• Analyze and resolve problems interprets policies and demonstrate solid subject matter knowledge
• Exercise judgment within defined procedures and policies to determine appropriate action
• Provide leadership, coaching, and mentoring to subordinate staff
• Listen and resolve grievances
• Additional responsibilities as assigned

Minimum Qualifications

• High School Diploma or GED required; Bachelor's degree preferred
• Over 6 years' experience in area of expertise with increasing complexity
• At least 4 years' experience supervising and leading staff
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate industry experience and technical knowledge in area of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Expert knowledge of state and federal legislation and regulations impacting discipline
• Expertise in managing clients
• Advanced problem solving and critical thinking skills

About Us

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.