Account Manager | Retirement Plan Administrator

CBIZ•Des Moines, IA

About The Position

The Account Manager serves as the primary contact for an assigned block of retirement plan business and is responsible for overall client satisfaction. The role administers retirement plans and compliance work, prepares required filings and calculations, addresses client questions and complex service requests, and collaborates with internal partners to provide accurate and timely service. The Account Manager also supports client retention, identifies opportunities to strengthen relationships and improve operational efficiency, and attends client meetings.

Requirements

High school diploma or GED.
At least three years of professional retirement plan administration and compliance experience.
Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures.
Comprehensive knowledge of applicable laws, regulations, and professional standards.
Proficient use of applicable technology.
Proficiency with MS Office Suite, including Outlook, Word, Excel, and PowerPoint, and enterprise communication and travel solutions, including Concur and Skype.
Experience performing work that requires initiative and leadership skills.
Ability to anticipate and elicit customer needs.
Ability to learn independently and develop business and technical knowledge quickly.
Motivated team player with demonstrated interpersonal skills.
Comfort working with quick turnaround times and deadlines.
Excellent communication skills and ability to interact effectively with individuals at all levels of the organization.
Ability to travel as necessary.

Nice To Haves

Bachelor's degree.
Familiarity with FT William software used for Form 5500 and compliance.
Pursuing Qualified Pension Administrator (QPA) or Qualified 401(k) Administrator (QKA) credentials.

Responsibilities

Serve as the primary contact for an assigned block of business and oversee client satisfaction.
Perform required compliance testing and related work.
Reconcile assets and prepare Form 5500 and its schedules.
Prepare employer contribution allocations and calculations, including required minimum distributions and Qualified Domestic Relations Orders.
Use available resources to resolve client inquiries and issues involving compliance, tax reporting (including Forms 5500 and 5330), audits, contract repricing, and IRS guidelines.
Respond professionally and promptly to plan sponsors.
Promote client retention and identify opportunities to build existing relationships through timely, high-quality service.
Provide value-added solutions to increase operational efficiencies.
Collaborate with internal partners to deliver timely and accurate information in response to inquiries and service issues.
Resolve complex situations and requests.
Attend client meetings and prepare meeting materials.
Achieve service goals established by the department.
Perform additional responsibilities as assigned.