Client Service Associate

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2018 America's Best Mid-Size Employers by Forbes, 2018?Best Workplaces in Consulting & Professional Services by Great Place to Work? and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. By offering this range of services, we are able to help clients eliminate the inefficiencies associated with the use of multiple vendors. Ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER), we have approximately 1,500 professionals in 75 offices nationwide. Clients in a wide array of industries rely on us for national-caliber expertise and technical depth combined with high personalized, local service.??

A CBIZ Client Service Associate is responsible for the day to day execution of client services administration for an assigned block of clients. Annual commitments include: Compliance Testing, Forfeiture Processing and Allocation, Top Heavy Monitoring and IRS Form 5500 Filing. In this important role, the Client Service Associate is the ?face? of CBIZ to our clients, solving customer service problems, maintaining data integrity and quality. Client Service Associate serve as the client?s point of contact for all issues and services related to the account.

Essential Functions?and Primary Duties:?

  • Manage day-to-day relationships for assigned clients

  • Demonstrate full understanding of the client and their plan

  • Participate in client/auditor conference calls

  • Prepare IRS Form 5500 filing and supporting schedules

  • Calculate and allocate annual employer contributions

  • Completion and correction of Year-End Compliance Tests

  • Coordinate plan document work requested for DC Department

  • Establish and preserve a solid business rapport with clients and vendors

  • Educate clients on applicable legislation and market trends

  • Generate client interest in additional lines of coverage and cross serving opportunities

  • Coach and assist less tenured client services staff

  • Additional responsibilities as assigned

Minimum Qualifications:

  • High School Diploma or GED equivalent required; Bachelor?s degree preferred

  • Proficient use of applicable technology

  • Able to work in a team environment as well as independently

  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

  • Proficient use of applicable technology

  • Effective customer service skills

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please click here.

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