Retirement Plan Specialist

1 month ago


Portland, Maine, United States CBIZ Full time
About CBIZ

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 Summary

We 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
Requirements
  • 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
About the Role

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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