Client Resolution Representative I Retirement Plans

CBIZ; Baltimore (MD); On-site; USD 52,000 - 66,000; Full time

Job summary

CBIZ is seeking a detail‑oriented retirement services professional to handle inquiries and process transactions for plan participants in a reliable, timely manner. The role requires strong communication, data management skills, and the ability to collaborate with internal teams.

You will open cases, gather information, and ensure compliance with service standards while supporting benefit payments and plan questions.

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• Proficient with Word, Excel, PowerPoint, and Outlook.
• Experience with data management systems is a plus.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Open a case for every inquiry and resolve as needed, including those requiring research.
• Ensure accuracy in processing and responding within service level guidelines.
• Assist and resolve retirement plan participant requests and issues.
• Obtain account information, execute transactions, and respond to plan questions.
• Process benefit payments and support additional responsibilities as assigned.

Skills

Attention to detail

Communication skills

Time management

Microsoft Office

Digital data management

Multi-project management

Adaptability

Procedural compliance

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

• 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
• Execute transactions
• Respond to plan questions
• Process benefit payments
• Additional responsibilities as assigned

Job Description

• 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

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.