Client Resolution Representative I Retirement Plans

CBIZ • Cumberland, MD

2d • Onsite

About The Position

This role is responsible for assisting and resolving retirement plan participant requests and issues. This includes opening a case for every inquiry, ensuring accuracy in processing and responding within service level guidelines, obtaining account information, answering questions, executing transactions, responding to plan questions, and processing benefit payments. Additional responsibilities may be assigned.

Requirements

• 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
• 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

Nice To Haves

• Bachelor's degree
• Experience with digital data management/filling system is an asset

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED