Associate Implementation Project Manager — Client Transitions

ADP; Louisville (KY); On-site; USD 65,000 - 90,000; Full time

Job summary

ADP is hiring an Implementation Project Manager I/Implementation Specialist to own the client relationship from sale through the transition to ongoing Client Services. You will coordinate multiple internal departments, financial advisors, and the client’s prior recordkeeper to ensure a successful conversion.

You will lead welcome calls, explain the process, identify team members, and drive the transfer of plan assets and participant records.

Qualifications

• Bachelor's Degree or Equivalent in Education & Experience.
• 1-3 Years of directly related experience.

Responsibilities

• Project manages the work of several internal departments, client, financial advisors and client's prior recordkeeper to ensure a successful implementation.
• Perform welcome call and explain the implementation process to the client, ensuring the client understands actions they need to take in order to ensure a successful implementation, and identify/introduce other team members who will interact directly with the client.
• Assist client with prior recordkeeper notification and obtaining a liquidation date.
• Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to their plan participants in a timely manner.
• Manage the transfer of plan assets and participant records by communicating directly with client's current providers and internal ADP departments.
• Establish Payroll Input call to review with client how to enter payroll deductions and compliance coding.
• Work with client, prior recordkeepers and internal ADP parties on missing information needed to complete conversion to ADP Retirement Services.
• Responsible for preparation and distribution of all applicable client conversion communication.
• Responsible for documentation based on department standards and coordination of seamless transition to Client Services.
• Failure to properly execute could cause significant financial impact to ADP and/or the client.

Education

Bachelor's Degree or Equivalent in Education & Experience

Job description

ADP is hiring an Implementation Project Manager I/Implementation Specialist to own the client relationship from sale through the transition to ongoing Client Services. You will coordinate multiple internal departments, financial advisors, and the client’s prior recordkeeper to ensure a successful conversion.

You will lead welcome calls, explain the process, identify team members, and drive the transfer of plan assets and participant records.