Hybrid 401(k) Client Services Leader

ADP, Inc.; Louisville (TN); Hybrid; USD 85,000 - 120,000; Full time

Job summary

ADP seeks a 401(k) Client Service Manager to lead a regional 401(k) client services team, ensuring high levels of client satisfaction and retention. The role emphasizes timely, accurate responses and collaboration with payroll and support groups, leveraging extensive 401(k) knowledge.

Responsibilities include managing the department, coaching staff, drafting performance appraisals, coordinating cross-functional work, handling escalations, and delivering monthly trend reports.

Qualifications

• 4+ years experience with Qualified Plans.
• At least 2 years' proficiency with client service regarding qualified plans.

Responsibilities

• Manage the Regional 401(k) department, providing feedback to each associate, based on their duties.
• Manage performance of associates to meet retention goals and ensure quality outcomes.
• Draft performance appraisals for associates and collaborate with Plan Executive on goals.
• Coordinate department functions to foster teamwork and communication.
• Respond to inquiries from Operations, Clients, Sales, Payroll, HR, and New Business.
• Schedule client service calls for Tier One clients to ensure satisfaction.
• Provide escalation resolution support to the 401(k) Plan Specialist.
• Trend client escalations and deliver monthly summary reports.

Skills

Qualified Plans experience

Client service

Education

Bachelor's Degree or equivalent

Tools

Clarify

Microsoft Office

Job description

ADP seeks a 401(k) Client Service Manager to lead a regional 401(k) client services team, ensuring high levels of client satisfaction and retention. The role emphasizes timely, accurate responses and collaboration with payroll and support groups, leveraging extensive 401(k) knowledge.

Responsibilities include managing the department, coaching staff, drafting performance appraisals, coordinating cross-functional work, handling escalations, and delivering monthly trend reports.