Advisor Services Specialist

ADP, Inc.; El Paso (TX); Hybrid; USD 42,000 - 56,000; Full time

Job summary

ADP, Inc. in El Paso is hiring an Advisor Service Representative I to support retirement plan services and advisor channels. You will handle day-to-day client inquiries, troubleshoot plan issues, and communicate ADP's value proposition while delivering committed service.

The role emphasizes collaboration with Sales and internal teams to drive retention and growth, with a hybrid work arrangement and focus on advisor clients.

Qualifications

• High School Diploma or equivalent.
• At least 1 year of client service experience.
• Bachelor's degree preferred.
• ADP payroll/401(k) experience preferred.

Responsibilities

• Serve as primary contact for retirement plans with emphasis on advisor services.
• Discuss plan changes with advisors and sponsors to complete projects.
• Schedule education workshops for participants and advisors.
• Communicate compliance testing results and improvements.
• Assist clients with year-end requirements and audits.
• Proactively engage clients to improve retention and satisfaction.

Skills

Customer service

Advisor services

Retirement plans

Call center

Relationship management

Communication skills

Education

High School Diploma

Bachelor's degree preferred

Job description

ADP, Inc. in El Paso is hiring an Advisor Service Representative I to support retirement plan services and advisor channels. You will handle day-to-day client inquiries, troubleshoot plan issues, and communicate ADP's value proposition while delivering committed service.

The role emphasizes collaboration with Sales and internal teams to drive retention and growth, with a hybrid work arrangement and focus on advisor clients.