Client Resolution Representative I Retirement & Investment

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

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

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

The hourly rate for this job in this market is $17.50-$19.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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