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GREAT CAREER OPPORTUNITY! Retirement Services Account Managers

at ADP

Posted: 11/20/2019
Job Status: Full Time
Job Reference #: 185044
Keywords:

Job Description

ADP is hiring a Client Service Manager/Account Representative. In this position you will be responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Manager is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of select legislative requirements. The Client Service Manager ensures the delivery of optimal service, client satisfaction and client retention. Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. The Client Service Manager is required to  maintain accurate records of all calls, emails, correspondence and client visits in the ADP Client Relationship Management systems.  They continually develop and maintain product, industry and systems knowledge and skills.  

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.

RESPONSIBILITIES:
  • Proactively discuss and/or support products and services, and plan design with plan sponsors.
  • Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
  • Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate.
  • Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions.
  • Assess, recommend and/or create custom client and participant Education Program(s) and schedule participant education workshops with the plan sponsor.
  • Request employee education workshops and literature.
  • Conduct and/or support in-person Annual Plan Reviews for all plans with assets greater than $10m. Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary.
  • Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary.
  • Communicate and/or support compliance testing results and recommend options to improve results (if necessary).
  • Monitor plan documents for adherence to applicable rules and regulations.
  • Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
  • Monitor profitability of clients and recommend appropriate revenue generating products and services.
  • Proactively seek out and/or support additional revenue opportunities such as M&A activity or payroll additions.
  • Provides mentoring & constructive feedback to new associates on a consistent basis.
  • Effectively handles escalated calls.
  • Assists in phone monitoring duties.
  • Proactively assists with critical clients.
  • Coordinates and peer reviews plan changes and acquisitions.
  • Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.
  • Takes part in disaster recovery testing and provides feedback on system enhancements.
  • Performs other related duties as assigned.
QUALIFICATIONS REQUIRED:
  • 1- 3 Years of Directly Related Experience
  • Bachelor's Degree or its equivalent in education and experience
 
Available to sit in either the Louisville, KY or Salem, NH offices.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!