Cbiz Work Values

Daily Duties at Cbiz:

Responsible for working with internal partners to develop new business opportunities with existing clients in other product areas such as accounting and payroll. Reviewed Plan Documents and determined optimal provisions based on client’s situations and needs. Determined plan eligibility, contribution calculations, and completion of cross testing calculations under different scenarios. Conducted all facets of plan administration and annual compliance testing of qualified plans.

What they like about Cbiz:

You give high priority to hiring firms with prestige. Market reputation and prestige of a firm may be determined through on-line research, and conversations with individuals working in your target industry. Note that firms "in the public eye" receive a great deal more critical publicity and attention than those operating with more anonymity. So as you assess your employment opportunities, be sure to seek out the positive aspects of the firm's reputation in addition to noting negative publicity the company may have received.

Tags

401(k) Specialist, Pension Consultant, Relationship Manager, External Wholesaler, Business Develpment, Consultant Relations

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Relationship Management, 401(k) Plan Design, Investment Management, Financial Planning

These are some of the questions we asked our climbers about their experiences with Cbiz: