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CAREERS AT CBIZ

Client Resolution Representative - Retirement Plan Services in GA, Woodstock at CBIZ

Date Posted: 5/1/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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, including 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.   CBIZ Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations.  We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design.  In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.

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

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