Retirement Plan Specialist
1 month ago
CBIZ is a leading provider of financial and employee business services, delivering national-caliber expertise with personalized service at the local level. With over 7,000 associates in major metropolitan areas and suburban cities throughout the U.S., CBIZ serves organizations of all sizes and individual clients.
Job SummaryWe are seeking a skilled Retirement Plan Specialist to join our team. As a key member of our Benefits & Insurance Services division, you will be responsible for resolving client inquiries, processing transactions, and providing exceptional customer service.
Key Responsibilities- Open and resolve cases, including those requiring substantive research or response
- Ensure accuracy in processing and responding within service level guidelines
- Assist and resolve retirement plan participant requests and issues, including account information, transactions, and 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, including digital data management and filing systems
- Advanced computer skills in Word, Excel, PowerPoint, and Outlook
- Excellent written and verbal communication skills, with attention to detail and ability to adapt to a changing environment
This is an exciting opportunity to join a dynamic team and contribute to the success of our clients. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply.
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Retirement Plan Specialist
1 week ago
Portland, Maine, United States CBIZ Full timeCBIZ is a leading provider of financial and employee business services, delivering national-caliber expertise combined with personalized service at the local level. As a Retirement Plan Specialist, you will play a critical role in ensuring the accuracy and timeliness of retirement plan participant requests and issues.Key Responsibilities:Process and respond...
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Portland, Maine, United States CBIZ Full time**About CBIZ**CBIZ is a leading provider of financial and employee business services to organizations of all sizes. With a strong presence in major metropolitan areas and suburban cities throughout the U.S., we deliver top-level expertise combined with highly personalized service.**Our Recognition**We are proud to have received several national recognitions,...
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Retirement Plan Specialist
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Travel Nurse ICU Specialist
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Travel Nurse ICU Specialist
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