Client Services Specialist | Retirement
CBIZ

Cleveland, Ohio

Posted in Consultancy


This job has expired.

Job Info


Job Description
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business 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.

CBIZ has been honored to be the recipient of several national recognitions:

  • 2022 Top Workplaces USA
  • 2022 Great Place to Work Certification
  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

Essential Functions and Primary Duties:

  • Position requires extensive client contact
  • Assists clients with inquiries related to account services and customer issues
  • Performs transactions such as: Asset Transfers, Receive & Deliver (Full/Partial Automated Customer Account Transfer Service 'ACATS' as well as Non-ACAT requests, Free Receives/Delivers, Direct Registration System 'DRS', Deposit or Withdrawal at Custodian 'DWAC', Account to account transfers)
  • Account Servicing such as:
    • Cash Movement (Automated Clearing House 'ACH', Fed wire, Check deposits, Check issuance)
    • Retirement Plan Processing (Contributions, Distributions, Rollovers, Service inquiries)
    • Trade Support (Corrections, Order inquires, trade exception resolution, margin, credit risk)
    • Cost Basis updates/Tax related inquiries
    • Dividend/Corporate Action inquiries
    • Resolving forms/Not-In-Good-Order issues
  • Resolves customer issues through research and resolution
  • Assists with departmental metrics development and distribution
  • Assists with projects and initiatives to improve service offerings and platform support
  • Additional responsibilities as assigned

Preferred Qualifications:

  • Bachelor's degree

Minimum Qualifications:

  • High School Diploma or GED
  • At least three years of professional, investment experience
  • Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
  • Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
  • Proficient use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary

REASONABLE ACCOMMODATION

If you are a qualified individual with a disabilityyou may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling [ Phone number blocked ] (toll free)or send an email to [ Link Removed ] .

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-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. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [ Link Removed ] and [ Link Removed ] .

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