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CBIZ · 3 days ago

Senior Account Manager | Retirement Plan Administrator

North Canton, OH

Contract

Hybrid

Senior Level

5+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Senior Account Manager is responsible for ensuring client satisfaction, performing compliance testing, and managing various aspects of retirement plan administration.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Hiring Manager

Olivia Damiano

Responsibilities

Primary contact for a specified block of business and is responsible for the overall client satisfaction on 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 prepares materials for meetings

Achieve service goals established by department

Additional responsibilities as assigned

Qualification

Retirement plan administrationCompliance testingExpert knowledge of lawsFT William softwareQualified Pension AdministratorMS Office SuiteLeadership skillsInterpersonal skillsCommunication skills