Offer summary

Qualifications:

Bachelor's degree in Business, Finance, or related field., Proven experience in account management or client relations., Strong communication and negotiation skills., Familiarity with retirement and investment products..

Key responsibilities:

Manage and nurture client relationships to ensure satisfaction.

Develop and implement account strategies to meet client needs.

Prepare and present reports on account performance and growth opportunities.

Collaborate with internal teams to deliver tailored solutions for clients.

With over 120 offices and nearly 7,000 associates 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: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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