Client Resolution Rep I Retirement Plans
North Canton, OH · On-site
$18 - $21/hr
Experience with digital data management/filling system is an asset * Ability to manage multiple ... McCann P.C.
McCann Systems
60 Mccann Systems Jobs Hiring Near You
Client Resolution Rep I Retirement Plans
North Canton, OH · On-site
$18 - $21/hr
Experience with digital data management/filling system is an asset * Ability to manage multiple ... McCann P.C.
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Maintain systems proficiency to enhance client services delivery * Participate in business ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Maintain systems proficiency to enhance client services delivery * Participate in business ...
Administrative Specialist I
North Canton, OH · Hybrid
$41K - $56K/yr
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Experience with digital data management/filing system is an asset * Ability to manage multiple ...
Administrative Specialist I
North Canton, OH · Hybrid
$41K - $56K/yr
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Experience with digital data management/filing system is an asset * Ability to manage multiple ...
Client Services Specialist (Remote)
$17.50 - $23/hr
Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary ... McCann P.C.
Client Services Specialist (Remote)
$17.50 - $23/hr
Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary ... McCann P.C.
Maintain systems proficiency to enhance client services delivery * Participate in business ... McCann P.C.
Maintain systems proficiency to enhance client services delivery * Participate in business ... McCann P.C.
Maintain systems proficiency to enhance client services delivery * Participate in business ... McCann P.C.
Maintain systems proficiency to enhance client services delivery * Participate in business ... McCann P.C.
Client Resolution Rep I Retirement Plans
Baltimore, MD · On-site
$18 - $21/hr
Experience with digital data management/filling system is an asset * Ability to manage multiple ... McCann P.C.
Client Resolution Rep I Retirement Plans
Baltimore, MD · On-site
$18 - $21/hr
Experience with digital data management/filling system is an asset * Ability to manage multiple ... McCann P.C.
Handle password resets, "how-to" questions, and general inquiries about supported systems ... McCann P.C.
Handle password resets, "how-to" questions, and general inquiries about supported systems ... McCann P.C.
Handle password resets, "how-to" questions, and general inquiries about supported systems ... McCann P.C.
Handle password resets, "how-to" questions, and general inquiries about supported systems ... McCann P.C.
Business Development Associate | Property & Casualty
Minneapolis, MN · Hybrid
$46K - $63K/yr
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Populate and update relevant data in the designated customer relationship management system
Business Development Associate | Property & Casualty
Minneapolis, MN · Hybrid
$46K - $63K/yr
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Populate and update relevant data in the designated customer relationship management system
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Maintain systems proficiency to enhance client services delivery * Participate in business ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Maintain systems proficiency to enhance client services delivery * Participate in business ...
Maintain systems proficiency to enhance client services delivery * Participate in business ... McCann P.C.
Maintain systems proficiency to enhance client services delivery * Participate in business ... McCann P.C.
Client Services Specialist (Remote)
Providence, RI · On-site +1
$17.25 - $22.75/hr
Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary ... McCann P.C.
Client Services Specialist (Remote)
Providence, RI · On-site +1
$17.25 - $22.75/hr
Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary ... McCann P.C.
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Document activity, notes, and prospect data in appropriate CBIZ systems * Develop and present ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Document activity, notes, and prospect data in appropriate CBIZ systems * Develop and present ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Document activity, notes, and prospect data in appropriate CBIZ systems * Develop and present ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Document activity, notes, and prospect data in appropriate CBIZ systems * Develop and present ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Maintain systems proficiency to enhance client services delivery * Participate in business ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Maintain systems proficiency to enhance client services delivery * Participate in business ...
Maintain systems proficiency to enhance client services delivery * Participate in business ... McCann P.C.
Maintain systems proficiency to enhance client services delivery * Participate in business ... McCann P.C.
Accounting Paraprofessional
New Haven, CT · Hybrid
$15 - $19.50/hr
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Input, process, and/or approve payables through third-party, web-based payables systems such as ...
Accounting Paraprofessional
New Haven, CT · Hybrid
$15 - $19.50/hr
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Input, process, and/or approve payables through third-party, web-based payables systems such as ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Document systems, processes, and controls using narratives. * Collect and analyze complex data ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Document systems, processes, and controls using narratives. * Collect and analyze complex data ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Document activity, notes, and prospect data in appropriate CBIZ systems * Develop and present ...
In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C ... Document activity, notes, and prospect data in appropriate CBIZ systems * Develop and present ...
$18 - $21/hr
Other
Re-posted 3 days ago
CBIZ rating
8.0
Based on 57 frontline employees who took The Breakroom Quiz
12th of 22 rated bookkeepers and accountants
Job description
Job Title
Job Identification 5727
Locations 5399 Lauby Road, Suite 200, North Canton, OH, 44720, US
Base Range $18.00 - $21.00
Essential Functions and Primary Duties- 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
- Bachelor's degree
- 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. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
About CBIZ
Sourced by ZipRecruiter
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.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987