Microsoft Dynamics 365 Senior Consultant managing the overall Dynamics 365 environment for Theeb. Collaborating with stakeholders and ensuring business alignment for digital transformation.
About the role
- Reviewer managing client retirement plans and compliance while consulting on regulatory issues within CBIZ. Providing timely services and developing client-specific plan designs.
Responsibilities
- Ensure client retirement plans are serviced in a consistent and timely manner
- Ensure plan designs remain appropriate to the employer's changing needs
- Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations
- Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed
- Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions
- Provide general client service and problem resolution services
- Additional responsibilities as assigned
Requirements
- High School Diploma or GED required
- At least six years of professional, retirement plan administration and compliance experience, including managing a book of business
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Expert 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
- Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA)
- Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes
- Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
- Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
- Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
- Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur.
Benefits
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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