Client Resolution Representative I Retirement & Investment - CBIZ : Job Details

With over 120 offices and nearly 7,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

* Best and Brightest Companies to Work for in the Nation

* Top Workplaces USA

* Top Places to Work in Insurance

* Best and Brightest Companies in Wellness

* Great Place to Work Certification

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

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

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