Jobs at CBIZ

• Manage projects related to the investment selection and monitoring in support of clients
• Perform investment research, compilation, review, and analysis of information to aid in decision making

• Provide service delivery to an assigned block of more complex clients
• Resolve the most complex customer service problems directly

• Manage projects related to the investment selection and monitoring in support of clients
• Perform investment research, compilation, review, and analysis of information to aid in decision making

Essential Functions And Primary Duties Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business Perform all required Compliance Testing and related items Reconciles assets, prepares Form 5500 and all schedules Preparation ...

Essential Functions And Primary DutiesPrimary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned businessPerform all required Compliance Testing and related itemsReconciles assets, prepare Form 5500 and all schedulesPreparation of nece...