Senior Account Manager | Retirement Plan Administrator

CBIZ • Houston, TX

5d • Hybrid

About The Position

The Senior Account Manager is the primary contact for an assigned block of retirement plan business and is responsible for overall client satisfaction. The role administers retirement plans, including compliance testing, asset reconciliation, Form 5500 preparation, employer contribution allocations, and calculations such as required minimum distributions and Qualified Domestic Relations Orders. The Senior Account Manager responds to plan sponsors, resolves complex issues, supports client retention, and meets department service goals. Additional responsibilities may be assigned.

Requirements

• High school diploma or GED.
• At least five years of professional retirement plan administration and compliance experience.
• Advanced knowledge of industry and professional concepts, principles, practices, and procedures.
• Expert knowledge of applicable laws, regulations, and professional standards.
• Expert use of applicable technology.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and PowerPoint, and enterprise communication and travel solutions such as Concur and Skype.
• Experience performing work requiring initiative and leadership skills.
• Experience coaching and teaching others.
• Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) credentials.
• Ability to anticipate and elicit customer needs.
• Ability to self-learn and quickly develop business and technical knowledge.
• 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 organizational levels.
• Ability to travel as necessary.

Nice To Haves

• Bachelor’s degree in Accounting, Finance, Business, or a related field.
• Experience reviewing or auditing others’ work for accuracy and compliance.
• Familiarity with FT William software for Form 5500 and compliance.
• Proficiency with retirement plan administration systems and Microsoft Excel.
• QKA or QPA ASPPA credentials, or progress toward certification.

Responsibilities

• Serve as the primary contact for an assigned block of business and oversee client satisfaction.
• Perform required compliance testing and related work.
• Reconcile plan assets and prepare Form 5500 and all schedules.
• Prepare employer contribution allocations and calculate required minimum distributions and Qualified Domestic Relations Orders.
• Respond professionally and promptly to plan sponsors' questions and issues.
• Promote client retention and identify opportunities to strengthen existing relationships through timely, high-quality service.
• Resolve complex situations or requests.
• Achieve service goals established by the department.
• Perform additional responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED