Customer Service Representative - Chat

ADP; Louisville (KY); On-site; USD 42,000 - 65,000; Full time

Job summary

ADP in the United States seeks a Client Service Specialist to develop and maintain strong relationships with retirement plan clients, serving as the primary client contact for service delivery and day-to-day plan administration. You will troubleshoot plan issues, discuss the impact of legislative requirements, and strive for client satisfaction and retention while coordinating with internal partners.

Qualifications include up to 1 year experience and a bachelor’s degree preferred; strong

Qualifications

• Bachelor's degree or its equivalent in education and experience.
• Up to 1 year of experience in client service or related role.
• Experience handling retirement plan administration and client communications is a plus.

Responsibilities

• Act as the primary contact for retirement plans regarding day-to-day record keeping and client service; maintain client satisfaction and retention.
• Assist with plan testing discussions, workflows, and issue escalation to resolution.
• Proactively discuss plan services and design with plan sponsors; assist with plan changes and project plans.
• Schedule participant education workshops and CGT training; coordinate with plan sponsor and clients.

Skills

Customer service

Relationship management

Call center

Communication skills

Microsoft Office

Education

Bachelor's Degree

Tools

Omni Plus

Power Image

Clarify

Payroll systems

Job description

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.

Core Values

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.

Position Summary

Client Service Specialist is responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Specialist 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 Specialist ensures the delivery of optimal service, client satisfaction and client retention.

Responsibilities

• Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention. Working knowledge of 401k, call center, relationship management or similar experience
• Shows knowledge of Testing, how systems relate, resolves general POC questions, understands work flow, above average call handling, payroll feeds, progressing technically, escalates issues appropriately, sends issues to resolution appropriately. Applies strategies where appropriate to clients for plan enhancements, additional business and overall retention and discusses these benefits with the client. Maintain a basic understanding of the types of investments in each retirement plan and be a conduit for client questions.
• Proactively discuss 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.
• Schedules Education Program for participant education workshops with the plan sponsor. Request employee education workshops and literature. Schedules CGT training for PAs.
• Communicate compliance testing results and recommend options to improve results (if necessary). Monitor plan documents for adherence to applicable rules and regulations.
• Assist clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
• Proactively initiates conversations with clients related to compliance testing, training and plan design. Actively looks at client criteria for plan reviews, and proactively contacts client to discuss option to increase retention and client loyalty. Meets with internal business partners to coordinate proactive contacts with new clients to initiate seamless transition into service organization. Organizes follow up as necessary on key proactive initiatives to ensure that client expectations are met and deliverables to the client are achieved. Provides feedback to management on results of proactive key initiatives and offers suggestions for further development.

Qualifications Required

• Experience up to 1 year

Preference

• Experience in a client service environment, ADP payroll and 401(k) experience is preferred.
• Demonstrates strong oral/written communication skills. Demonstrates strong listening skills.
• Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc) Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify). Proficiency in using payroll and recordkeeping systems
• Ability to learn quickly, function in a fast paced environment, and work on multiple projects simultaneously.
• Proven relationship-building skills. Strong time-mgmt, organization and problem solving skills.
• Demonstrates strong presentation skills. Ability to coordinate and take the lead on conference calls.
• Ability to gauge client satisfaction through scheduled survey's, client visits and day-to-day interaction.
• Bachelor's Degree or its equivalent in education and experience.

A little about ADP

We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP

ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

Ethics at ADP

ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.