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Client Resolution Representative I Retirement Plans

CBIZ, Inc.
Baltimore, USA
Onsite
Discovered 1 months ago

Full Job Posting

Qualifications

  • Minimum Qualifications
  • High School Diploma or GED
  • Zero to Two years of relevant work experience in the retirement planning industry
  • Proficient use of applicable technology
  • Advanced computer skills in Word, Excel, PowerPoint, and Outlook
  • Experience with digital data management/filling system is an asset
  • Ability to manage multiple projects and deliverables simultaneously
  • Excellent written/verbal communication skills and use of grammar
  • Excellent organizational skills and attention to detail
  • Ability to adapt to a changing environment
  • Ability to follow standard procedures
  • Ability to work cooperatively with others
  • Ability to build relationships and trust with internal and external clients and other key stakeholders

Responsibilities

  • Essential Functions and Primary Duties
  • Open a case for every inquiry, including those that can be resolved during the first call or e-mail, as well as inquiries that require substantive research or a response
  • Ensure accuracy in processing and responding within service level guidelines
  • Assist and resolve retirement plan participant requests and issues
  • Obtain account information
  • Answer questions
  • Execute transactions
  • Respond to plan questions
  • Process benefit payments
  • Additional responsibilities as assigned
  • Preferred Qualifications
  • Bachelor's degree
  • Assist and resolve retirement plan participant requests and issues Obtain account information Answer questions Execute transactions Respond to plan questions Process benefit payments

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