Hybrid Retirement Plan Client Services Manager

ADP

El Paso (TX)

Hybrid

USD 65,000 - 90,000

Full time

2 days ago
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Job summary

ADP is hiring a Client Service Manager II. This hybrid role blends office time with remote work 3 days per week and 2 days from home, focusing on developing and maintaining effective relationships with ADP clients for retirement plan services.

You will serve as the primary contact for day-to-day record keeping, respond to client needs, and proactively discuss plan design and education opportunities with sponsors while maintaining strong client satisfaction and retention.

Qualifications

  • 3 or more years of directly related experience.
  • Bachelor's Degree or its equivalent in education and experience.

Responsibilities

  • Communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing legislative requirements.
  • Ensuring delivery of optimal service, client satisfaction and client retention.
  • Acting as the primary contact for retirement plans regarding day-to-day record-keeping matters and providing prompt customer service.
  • Proactively communicating with the client to evaluate and ensure delivery of service and retention.
  • Maintaining records of calls, emails, correspondence and client visits in the ADP CRM.
  • Developing and maintaining product, industry and systems knowledge and skills.
  • Discussing and/or supporting plan design with plan sponsors; assist with plan changes and project plans.
  • Alerts management and other parties of critical client issues where appropriate.
  • Understand investments in retirement plans and liaise for client questions.
  • Education program development and scheduling workshops with the sponsor.

Skills

Communication skills
Client relationship management
Listening skills
Time management
Organization
Problem solving
Presentation skills
Conference call leadership

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office Suite
Omni Plus
Power Image
Clarify

Job description

ADP is hiring a Client Service Manager II. This hybrid role blends office time with remote work 3 days per week and 2 days from home, focusing on developing and maintaining effective relationships with ADP clients for retirement plan services.

You will serve as the primary contact for day-to-day record keeping, respond to client needs, and proactively discuss plan design and education opportunities with sponsors while maintaining strong client satisfaction and retention.

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