Implementation Project Manager/Specialist

ADP, Inc.; Louisville, Northern (KY, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

ADP Retirement Services is hiring an Implementation Project Manager I. You will be the key client owner and single point of contact for the 401k implementation and/or merger for our clients, from sale through transition to Client Services.

As the lead, you will coordinate with internal ADP teams, guide clients through the process, and ensure a smooth conversion, with emphasis on accuracy, timelines, and client satisfaction.

Qualifications

• 1-3 years of client service/support or project management experience
• High school diploma is required
• This is an hourly position, so overtime may be required

Responsibilities

• Project manages multiple internal departments, client, financial advisors and prior recordkeeper to ensure a successful implementation.
• Assist client with prior recordkeeper notification and obtaining a liquidation date.
• Provide the client with a blackout notice and explain legal responsibilities for notifying participants.
• Manage transfer of plan assets and participant records with client providers and internal ADP teams.
• Establish Payroll Input calls to review payroll deductions and compliance coding.
• Collaborate with client, prior recordkeepers and internal ADP for missing information to complete conversion.
• Prepare and distribute all applicable client conversion communications.
• Document according to department standards and coordinate transition to Client Services.

Skills

Strong oral and written communication

Prioritization

Adaptability

Multi-tasking

401k or retirement services experience

Education

Bachelor's degree

High school diploma

Job description

ADP Retirement Services is hiring an Implementation Project Manager I. In this position you will be the key client owner and single point of contact responsible for the project management of the entire 401k implementation and/or merger and acquisition for our clients, from the point of sale through the transition to on-going Client Services.

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.

RESPONSIBILITIES:

• Project manages work of several internal departments, client, financial advisors and client's prior recordkeeper to ensure a successful implementation and is the subject matter expert for all functional areas through ADP for the conversion.
  Perform welcome call and explain the implementation process to the client, ensuring the client understands actions they need to take in order to ensure a successful implementation, and identify/introduce other team members who will interact directly with the client.
• Assist client with prior recordkeeper notification and obtaining a liquidation date.
• Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to their plan participants in a timely manner.
• Manage the transfer of plan assets and participant records by communicating directly with client's current providers and internal ADP departments.
• Establish Payroll Input call to review with client how to enter payroll deductions and compliance coding.
• Work with client, prior recordkeepers and internal ADP parties on missing information needed to complete conversion to ADP Retirement Services.
• Responsible for preparation and distribution of all applicable client conversion communication.
• Responsible for documentation based on department standards and coordination of seamless transition to Client Services.

Key Client Account Manager:

• Key client contact during implementation from point of sale through the transition to Client Services.
• Monitors and communicates conversion status on a regular basis with client, sales and financial advisors.
• Drawing from 401(k) experience, product and legislative knowledge evaluates, assesses and recommends solutions to question / issues surfaced from client, and internal departments regarding the implementation.
• Consulting with client on non-standard issues.
• Work with the client and internal ADP groups on exception related processes requested by clients. This may include adding investment with restrictions, transfer in-kind, setup of brokerage accounts, special blackout notifications, special processes needed to be supported by Client Services and Operations, etc.
• Responsible for review of conversion data and records prior to plan being moved to production go-live. Communicates with client for appropriate conversion data approvals.
• Complexities may include review and communication of service calculations, combination of multiple loans into small number of loans, mapping of investment elections and deferral percent, etc.
• Participate on team projects
• Research issues and share findings with other team members
• Performs other related duties as assigned.

Required Qualifications:

• 1-3 years of client service/support or project management experience
• High school diploma
• This is an hourly position, so the ability to work overtime may be required at times

Preferred Qualifications:

• Strong oral and written communication skills
• Strong influence, prioritization, adaptability and multi-tasking skills
• Able to apply recordkeeping and regulatory concepts and methodologies
• Bachelor's degree
• 401k or retirement services 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. https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.