CBIZ

Account Manager – Deconversion Specialist

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: North Canton • Ohio • United States

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About the role

  • Primary contact for a specified block of business and is responsible for the overall client satisfaction with 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 prepare materials for meetings
  • Achieve service goals established by department
  • Additional responsibilities as assigned

Requirements

  • 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
Benefits
  • Health insurance
  • Professional development opportunities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
compliance testingasset reconciliationForm 5500 preparationminimum distribution calculationsQualified Domestic Relations Orderstax reportingauditsservice qualityoperational efficienciesretirement plan administration
Soft skills
client satisfactioninitiativeleadershipcustomer needs anticipationself-learninginterpersonal skillstime managementcommunicationteam playerproblem-solving
Certifications
High School DiplomaGEDQualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)