Client Resolution Representative I Retirement Plans
CBIZ
Baltimore, MD0–2 yrs58m agovia LinkedIn
About the Role
The Client Resolution Representative I Retirement Plans role involves assisting and resolving retirement plan participant requests and issues.
Key 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.
Requirements & Tech Stack
- 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.
Qualifications
- High School Diploma or GED.
- Zero to Two years of relevant work experience in the retirement planning industry.
- Preferred: Bachelor's degree.