Client Resolution Representative Retirement & Investment

Overview

Pay Competitive

Location Woodstock, Georgia

Employment type

Full-Time

Req#: 19981

• 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. delivers top-level financial and benefits and insurance services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility or .

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details:(Use the "Apply for this Job" box below). . NYC applicants may request an alternative process or accommodation at aedt or .