Retirement Plan Client Resolution Associate I

CBIZ; Cumberland (MD); On-site; USD 42,000 - 65,000; Full time

Job summary

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 CPAs is an independent CPA firm that provides audit, review and attest services, while

Qualifications

• Bachelor's degree in a related field.
• Zero to two years of relevant retirement planning experience.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Strong written and verbal communication; detail-oriented.

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

Education

Bachelor's degree

High School Diploma or GED

Tools

Word

Excel

PowerPoint

Outlook

Job description

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 CPAs is an independent CPA firm that provides audit, review and attest services, while