401k Retirement Services Specialist – Client Education

ADP; Louisville (KY); On-site; USD 42,000 - 56,000; Full time

Job summary

ADP is seeking a Retirement Services Representative to educate employees on retirement plan options, resources, and tools, while guiding individuals through account transactions and rollover considerations. The role requires FINRA licenses and a focus on excellent service across multiple client environments.

As a licensed retirements professional, you will engage employees at all levels, support plan sponsors, and utilize CRM and benefit websites to resolve issues, educate on mutual funds, and

Qualifications

• FINRA Series 6 and 63 securities licenses and Securities Industry Essentials (can be obtained after being hired).
• 1+ year of Client Service/Customer Service or Finance/Banking experience.
• Strong and proven communication skills.
• You must be available to work an 8 hour shift between 8am - 9pm EST.

Responsibilities

• Educates employees on account information, plan benefits, plan resources and tools such as Financial Wellness, Mobile, Retirement Savings Calculator, and Investment Product information enabling employees to make informed financial and investment decisions.
• Firm understanding and education on mutual funds, rates or return, personal rates or return, market timing restrictions, self-directed brokerage accounts on enrollment calls and any investment related calls enabling employees to make informed financial and investment decisions.
• Educate employees on distribution options available to them when transitioning employers or commencing retirement, and presents the American Century Investments Rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.
• Drive high levels of employee satisfaction through exceptional call quality interactions, leading to stronger employee satisfaction and client retention.
• Maintain full working knowledge of desktop tools such as CRM system, Plan Sponsor and Participant website, Simplicity, and workflow system.
• Proactively troubleshoot and probe to resolve employee issues, again requiring full working knowledge of the recordkeeping platform and business processes that support it.
• Adhere to daily schedule and support high call volumes of inbound calls. Flexibility to maintain increase of daily phone time during peak times (which can be unplanned and impacted by market fluctuations).
• Educate employees on distribution options available to them when transitioning employers or commencing retirement rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.
• Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units as needed.

Skills

Strong communication

Education

FINRA Series 6 & 63 licenses + SIE

Job description

ADP is seeking a Retirement Services Representative to educate employees on retirement plan options, resources, and tools, while guiding individuals through account transactions and rollover considerations. The role requires FINRA licenses and a focus on excellent service across multiple client environments.

As a licensed retirements professional, you will engage employees at all levels, support plan sponsors, and utilize CRM and benefit websites to resolve issues, educate on mutual funds, and