Manager, Client Services Team Leader | Defined Contribution Retirement Plans

#LI-JSS #LI-Hybrid

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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

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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.