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CBIZ · 3 days ago

Managing Consultant

St Louis, MO

Full-time

Onsite

Senior Level

6+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Managing Consultant will ensure client retirement plans are serviced effectively while maintaining relationships and developing new business opportunities.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Hiring Manager

Olivia Damiano

Responsibilities

Ensure client retirement plans are serviced in a consistent and timely manner

Ensure plan designs remain appropriate to the employer's changing needs

Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations

Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed

Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions

Provide general client service and problem resolution services

Additional responsibilities as assigned

Qualification

Retirement plan administrationRegulatory complianceQualified Pension AdministratorMS Office SuiteLeadership skillsBusiness analysisNetworkingProblem solvingCollaborationAttention to detail

Required

High School Diploma or GED required

At least six years of professional, retirement plan administration and compliance experience, including managing a book of business

Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures

Expert 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

Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA)

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