Sr. Client Services Specialist Retirement Plan Services

Cbiz, Inc. Cleveland , OH 44114

Posted 4 weeks ago

With over 100 offices and nearly 5,000 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: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ Retirement Plan Services (CBIZ RPS) is the largest Investment Advisor in the Cleveland, OH area and provides institutional consulting solutions to corporations, public entities, and non-profit organizations. We primarily consult with companies on their 401(k), 403(b), or defined benefit pension plans, specializing in investment management, investment consulting, as well as compliance and design. In total, CBIZ RPS consults on approximately $13 billion in assets, and our clients range from large multinational publicly-traded companies to small businesses.

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 five years of professional, investment experience

  • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures

  • Possesses expert knowledge of pertinent laws, regulations and professional standards

  • Expert 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

  • Experience in coaching and teaching others

  • 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

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Sr. Client Services Specialist Retirement Plan Services

Cbiz, Inc.