Manager, Client Service | DC Retirement Plans
CBIZ
Salary undisclosed
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Description
Essential Functions and Primary Duties
- Achieve organizational objectives through the coordinated achievements of subordinate staff
- Assumes accountability for decisions made by subordinate staff
- May spend a portion of time performing individual tasks related to the unit. However, supervisory activities constitutes a primary part of the job
- Provide major input into hiring decisions
- Provide major input into rewarding and disciplinary actions
- Execute annual goals and priorities
- Supervise staff to assure accountability and stewardship of department resources (operational, financial and human) in compliance with departmental goals and objectives
- Influence the direction for new or revised services, programs, processes, standards or operation plans
- Analyze and resolve problems interprets policies and demonstrate solid subject matter knowledge
- Exercise judgment within defined procedures and policies to determine appropriate action
- Provide leadership, coaching, and mentoring to subordinate staff
- Listen and resolve grievances
- Additional responsibilities as assigned
Qualifications
Minimum Qualifications
- High School Diploma or GED required; Bachelor's degree preferred
- Over 6 years' experience in area of expertise with increasing complexity
- At least 4 years' experience supervising and leading staff
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrate industry experience and technical knowledge in area of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Expert knowledge of state and federal legislation and regulations impacting discipline
- Expertise in managing clients
- Advanced problem solving and critical thinking skills
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About this role
CBIZ is seeking a Manager for Client Service within its DC Retirement Plans division in Atlanta. This role centers on leading and developing a team while ensuring the department meets its operational and financial objectives. You'll spend most of your time on supervisory activities—hiring, performance management, coaching, and resource oversight—though you'll also handle individual client service work as needed. The position requires you to influence service direction, interpret and apply complex regulations, resolve client and staff issues, and maintain accountability across your team's work.
To succeed here, you'll need at least six years of relevant expertise in retirement plans or a related field, with a minimum of four years leading staff. You must hold current licenses and certifications required in your area, possess deep knowledge of state and federal retirement regulations, and demonstrate strong communication skills across all organizational levels. Advanced problem-solving ability and proficiency with relevant technology are essential. A bachelor's degree is preferred, though a high school diploma or GED meets the minimum requirement.
This is a full-time, in-office position in Atlanta suited to someone ready to step into a management role at an established professional services firm with significant scale and resources.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Manager, Client Service | DC Retirement Plans postings in Atlanta, and analyze any offer before you accept it.
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