Senior Account Manager | Retirement Plan Administrator

Senior Pension Administrator

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 22 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 include :

• Primary contact for a specified block of business
• Responsible for overall client satisfaction on the assigned business
• Perform all required compliance testing and related items
• Reconcile assets, prepare Form 5500 and all schedules
• Preparation of necessary allocations for employer contributions and calculations
• Effectively uses available resources to resolve a variety of issues with clients
• Respond to plan sponsors in a professional and timely manner
• Promote client retention and identify opportunities to build existing relationships
• Provide value add solutions to increase operational efficiencies
• Collaborate with internal partners in the delivery of timely and accurate information
• Resolve complex situations or requests
• Attend client meetings and prepare materials for meetings
• Achieve service goals established by department

Additional responsibilities as assigned.

Preferred qualifications :

Minimum qualifications :

CBIZ is an equal opportunity employer and reviews applications.