Hybrid Retirement Plan Advisor Service Specialist

adpinternalcareers

El Paso (TX)

Hybrid

USD 40,000 - 56,000

Full time

10 days ago
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Job summary

ADP is seeking an Advisor Service Representative I to support advisor-driven client inquiries and retirement plan administration in a hybrid role. The position emphasizes day-to-day service, plan troubleshooting, and communication of ADP’s value proposition to advisors and clients.

The role requires strong communication, ability to maintain relationships, and collaboration with sales and internal teams to drive retention and growth within retirement services.

Qualifications

  • Minimum high school diploma or equivalent.
  • At least 1 year of experience in a client service environment.
  • Experience with retirement plans or payroll/401(k) is a plus.

Responsibilities

  • Serve as primary contact for retirement plans with emphasis on advisor services.
  • Communicate service delivery and assist on day-to-day retirement plan administration.
  • Troubleshoot plan issues and discuss legislative impact with advisors and clients.
  • Educate and support advisors on plan design, changes, and compliance.
  • Coordinate with internal partners to ensure retention and client satisfaction.

Skills

Communication skills
Customer service

Education

High School Diploma
Bachelor's degree (preferred)

Job description

ADP is seeking an Advisor Service Representative I to support advisor-driven client inquiries and retirement plan administration in a hybrid role. The position emphasizes day-to-day service, plan troubleshooting, and communication of ADP’s value proposition to advisors and clients.

The role requires strong communication, ability to maintain relationships, and collaboration with sales and internal teams to drive retention and growth within retirement services.

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