Client Resolution Rep RP

Location

50 Baltimore St 4th Fl, Cumberland, MD, 21502, US

$18.00 - $21.00

• Open a case for every inquiry, including those that can be resolved during the first call or e‑mail and 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

• 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 and 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 is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law.