Implementation Specialist

adpinternalcareers; Louisville (KY); Hybrid; USD 70,000 - 100,000; Part time

Job summary

ADP is seeking an Implementation Project Manager I/Implementation Specialist for a hybrid role (3 days in office, 2 days remote). You will be the primary client owner, steering the entire implementation and potential mergers from sale to ongoing Client Services.

The position emphasizes cross-functional coordination, regulatory awareness, and proactive communication with clients and internal teams to ensure a smooth transition and successful outcomes.

Qualifications

• Bachelor's Degree or equivalent in Education & Experience.
• 1-3 years of directly related experience.

Responsibilities

• Project manages multiple internal departments, client, financial advisors and recordkeeper for a successful implementation.
• Explain the implementation process during welcome calls and identify team members who will interact with the client.
• Assist client with prior recordkeeper notification and liquidation date.
• Provide blackout notices and explain legal responsibilities to plan participants.
• Coordinate transfer of plan assets and participant records with current providers and ADP teams.
• Review payroll input with the client to ensure correct deductions and compliance coding.
• Collaborate with client and internal ADP groups on missing information for conversion to ADP Retirement Services.
• Prepare and distribute all applicable client conversion communications.
• Document per department standards and coordinate seamless transition to Client Services.
• Recognize potential risk: improper execution could impact ADP and client.

Skills

Strong oral & written communication

Prioritization & multi-tasking

Regulatory concepts & recordkeeping

Overtime willingness (non-exempt)

Education

Bachelor's or equivalent in Education & Experience

Job description

ADP is hiring an Implementation Project Manager I/Implementation Specialist. This is a hybrid role, working in the office 3 days per week, and from home 2 days per week. In this position you will be the key client owner and single point of contact responsible for the project management of the entire implementation and/or merger and acquisition, from the point of sale through the transition to on-going Client Services.

AtADPwe 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.
• Failure to properly execute could cause significant financial impact to ADP and/or the client.

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.
• Delivers ADP Mid Market Prototype Adoption Agreement and reviews elections with client form both a regulatory and ADP Retirement Services administration perspective to ensure plan setup meets client expectations and confirms to the prototype's product specifications and system constraints.
• 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 percents, etc.
• Participate on team projects
• Research issues and share findings with other team members
• Performs other related duties as assigned.

QUALIFICATIONS REQUIRED:

• Bachelor's Degree or Equivalent in Education & Experience
• 1-3 Years of directly related experience

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
• This is a non-exempt/hourly position, so willingness to work overtime on occasion is preferable

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