Zach Pierce
Retirement Client Services Consultant at CBIZ
- Role
- Client Services Consultant at CBIZ
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Zach Pierce
CBIZ Investment Advisory Services, LLC, a registered investment adviser (RIA), operates within the practice and provides investment advisory and investment management services for defined contribution, defined benefit, and other post-employment benefit (OPEB) retirement plans, corporations, trusts, endowments, foundations, and individuals. The RIA provides investment advice to clients with approximately $69 billion in assets as of December 31, 2021.In addition to the investment advisory and investment management services offered through the RIA, the practice is uniquely positioned to provide additional retirement plan support through its affiliate CBIZ Benefits & Insurance Services, Inc. This team delivers a broad range of actuarial, pension administration, third party administration (TPA), and other non-fiduciary retirement services to defined benefit, defined contribution, and other retirement plans.
Experience
Client Services Consultant
Jan 2022 — Present · Kansas City, MO, US
CBIZ Investment Advisory Services, LLC, a registered investment adviser (RIA), operates within the practice and provides investment advisory and investment management services for defined contribution, defined benefit, and other post-employment benefit (OPEB) retirement plans, corporations, trusts, endowments, foundations, and individuals. The RIA provides investment advice to clients with approximately $69 billion in assets as of December 31, 2021.In addition to the investment advisory and investment management services offered through the RIA, the practice is uniquely positioned to provide additional retirement plan support through its affiliate CBIZ Benefits & Insurance Services, Inc. This team delivers a broad range of actuarial, pension administration, third party administration (TPA), and other non-fiduciary retirement services to defined benefit, defined contribution, and other retirement plans.
Education
Rockhurst High School
High School Diploma
2008 — 2012
Skills
- Teamwork
- Cold Calling
- Social Networking
- Social Media Marketing
- Finance
- Microsoft Word
- Small Business
- Writing
- Logo Design
- Health Insurance
- Event Management
- Customer Service
- System Implementations
- Conflict Resolution
- Microsoft Excel
- Powerpoint
- Problem Solving
- Microsoft Office
- Sales
- Customer Satisfaction
- Strategy
- Editing
- Fundraising
- Marketing Strategy
- Time Management
- Business Development
- Phone Etiquette
- Account Management
- Insurance
- Communication
- Strategic Planning
- Social Media
- Research
- Public Speaking
- Management
- Team Building
- Microsoft Outlook
- Leadership
- Marketing
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