Client Resolution Representative I Retirement Plans

CBIZ; Baltimore (MD); On-site; USD 42,000 - 62,000; Full time

Job summary

CBIZ is seeking an on-site team member in Baltimore to open cases for inquiries, resolve issues, and respond to retirement plan participants with accuracy and timely service. The role emphasizes handling requests and executing transactions while maintaining high-quality communication with clients.

Ideal candidates will have strong Microsoft Excel and CRM proficiency, a Bachelor's degree preferred, and the ability to manage multiple tasks and build trust with stakeholders in a fast-paced

Qualifications

• Open a case for every inquiry, including those that can be resolved during the first call or e-mail.
• Ensure accuracy in processing and responding within service level guidelines.
• Assist and resolve retirement plan participant requests and issues.

Responsibilities

• Obtain account information
• Answer questions
• Execute transactions
• Respond to plan questions
• Process benefit payments

Skills

Case management

Customer service

Communication

Multitasking

Teamwork

Education

High School Diploma or GED

Bachelor's degree

Tools

Microsoft Excel

CRM software

Outlook

Job description

#LI-JSS #LI-Onsite

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

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.