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HomeCompaniesEbez Fa Us2 Oraclecloud Com CX 1Client Service Consultant | Retirement and Investment

Client Service Consultant | Retirement and Investment

Ebez Fa Us2 Oraclecloud Com CX 1 · Kansas City, MO, United States; MOKCB - 700 W 47th St Ste 1100, Kansas City, MO, US · Hybrid · Active · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyEbez Fa Us2 Oraclecloud Com CX 1
TitleClient Service Consultant | Retirement and Investment
Normalized title-
Department / team-
LocationKansas City, MO, United States
Work modelHybrid / Hybrid
Employment type-
Salary-
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2026-05-19 / 2026-05-31
Changed / last seen2026-06-03 / 2026-06-06

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Company jobsActive postings from Ebez Fa Us2 Oraclecloud Com CX 1.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through Oracle Recruiting Cloud / Fusion HCM.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Kansas City.Open
Work model jobsActive Hybrid postings.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyEbez Fa Us2 Oraclecloud Com CX 1
Source1634b88a-b63b-4478-9552-e0f4bb94a7ac
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description #LI-OD1 #LI-Hybrid Responsibilities Essential Functions and Primary Duties Provide DC consulting solutions to clients related to advisory services Manage client portfolios pursuant to approved asset allocation models Provide individual and global investment advice to plan participants Maximizing Plan Sponsor and Participant return on investment Identifying and addressing participant savings and investments gaps Improving plan efficiency to reduce costs and related administration Assist clients with all related IRS, ERISA, and Department of Labor compliance Complete or review all aspects of Annual Plan Administration including: Annual testing for plans including ADP/ACP, Top Heavy, 410(b), 402(g) Government filings such as: Form 5500, 8955-SSA, 5330, 1099-R, 1096, 945 Required notices and disclosures such as QDIA and QACA Review, creation, and distribution of Plan Documents Fiduciary Compliance and Training Record keeping review Trust accounting preparation and reconciliation Contribution/allocation calculations including: Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testing Employee data reconciliation Additional responsibilities as assigned Preferred Qualifications Bachelor’s degree Qualifications Minimum Qualifications High School Diploma or GED At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive 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, Microsoft TEAMS) Experience performing work that requires initiative and leadership skills Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) and/or Series 65 licensing as requested by organization Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Ability to travel as necessary Company 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.

Full job record

Job IDc750aa1a534ec07bc64758aa1b2c32bb65d9f4c9
Org IDff0700f6-e416-45cf-9543-87842d2031eb
Source ID1634b88a-b63b-4478-9552-e0f4bb94a7ac
Board ID1634b88a-b63b-4478-9552-e0f4bb94a7ac
Provideroracle_hcm
Provider Job Key5621
TitleClient Service Consultant | Retirement and Investment
Normalized Title
Statusactive
Activeyes
Location TextKansas City, MO, United States; MOKCB - 700 W 47th St Ste 1100, Kansas City, MO, US
Department
Team
Employment Type
Workplace Typehybrid
Remote Policyhybrid
CountryUnited States
RegionMO
CityKansas City
Salary RawDescription #LI-OD1 #LI-Hybrid Responsibilities Essential Functions and Primary Duties Provide DC consulting solutions to clients related to advisory services Manage client portfolios pursuant to approved asset allocation models Provide individual and global investment advice to plan participants Maximizing Plan Sponsor and Participant return on investment Identifying and addressing participant savings and investments gaps Improving plan efficiency to reduce costs and related administration Assist clients with all related IRS, ERISA, and Department of Labor compliance Complete or review all aspects of Annual Plan Administration including: Annual testing for plans including ADP/ACP, Top Heavy, 410(b), 402(g) Government filings such as: Form 5500, 8955-SSA, 5330, 1099-R, 1096, 945 Required notices and disclosures such as QDIA and QACA Review, creation, and distribution of Plan Documents Fiduciary Compliance and Training Record keeping review Trust accounting preparation and reconciliation Contribution/allocation calculations including: Match, Safe Harbor, Top Heavy, Profit Sharing and Projected testing Employee data reconciliation Additional responsibilities as assigned Preferred Qualifications Bachelor’s degree Qualifications Minimum Qualifications High School Diploma or GED At least three years of professional, retirement plan investment advisory experience in a 401(k) and/or 403(b) environment Possesses comprehensive knowledge of industry and professional concepts, principles, practices and procedures Possesses comprehensive 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, Microsoft TEAMS) Experience performing work that requires initiative and leadership skills Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) and/or Series 65 licensing as requested by organization Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Ability to travel as necessary Company 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.
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://ebez.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/5621
Apply URLhttps://ebez.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/5621
First Seen At2026-05-31 17:59:19Z
Last Seen At2026-06-06 19:16:45Z
Last Checked At2026-06-06 19:16:45Z
Last Changed At2026-06-03 10:58:04Z
Inactive At
Source Posted At2026-05-19 17:07:39Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=ebez.fa.us2.oraclecloud.com|CX_1/date=2026-06-06/2026-06-06T19-16-13-963Z-e091ebf9e9af2ac1f496f8e577a4e4b8e04839917452a06ec4aefe8a62d0d41e.json
Event Fields
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Parsed Structured
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Extensions
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Native Structured
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