Hybrid Advisor Services Specialist – Retirement Plans

ADP, Inc.

El Paso (TX)

Hybrid

USD 42,000 - 62,000

Full time

11 days ago
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Job summary

ADP Advisor Service Representative I in a hybrid role (3 days in office, 2 days from home) supports advisor and client inquiries related to retirement plan services, with a focus on RS Advisor Services. The role maintains effective relationships with ADP clients and advisors, delivering timely service and assisting with day-to-day retirement plan administration and issue resolution.

This entry-level position requires strong communication and client-service experience, and the ability to convey

Qualifications

  • Minimum high school diploma with strong client service background.
  • Preferred bachelor’s degree and experience with ADP payroll/401(k).
  • Excellent communication and relationship-building skills.

Responsibilities

  • Serve as primary contact for retirement plans, focusing on advisor services and client inquiries.
  • Proactively communicate with advisors and clients to deliver optimal service and retention.
  • Explain plan design, assist with plan changes, and coordinate education workshops.
  • Communicate compliance testing results and monitor plan documents for rules.
  • Support year-end requirements and distribution compliance as needed.
  • Collaborate with internal partners to ensure seamless transitions and proactive follow-ups.

Skills

Customer service
Call center experience
Relationship management
Communication skills
Problem solving

Education

High School Diploma
Bachelor's degree preferred
Experience with ADP payroll/401(k)

Tools

ADP systems
Payroll processing tools
401(k) administration software

Job description

ADP Advisor Service Representative I in a hybrid role (3 days in office, 2 days from home) supports advisor and client inquiries related to retirement plan services, with a focus on RS Advisor Services. The role maintains effective relationships with ADP clients and advisors, delivering timely service and assisting with day-to-day retirement plan administration and issue resolution.

This entry-level position requires strong communication and client-service experience, and the ability to convey

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