Retirement Plan Client Advocate

Automatic Data Processing, Inc.; Louisville (KY); On-site; USD 40,000 - 55,000; Full time

Job summary

Automatic Data Processing, Inc. in Louisville invites candidates for a Client Service Specialist role during a hiring event. You will maintain client relationships for retirement plan services, address day-to-day administration, and assist with plan compliance and education outreach.

Strong communication and organization are essential to deliver excellent service and support client retention. Experience in a client service environment, familiarity with 401(k) processes, and proficiency in

Qualifications

• Experience in a client service environment.
• Demonstrates strong oral/written communication skills.
• Proficiency with Microsoft Office products (Word, Excel, Outlook).
• Bachelor's Degree or equivalent required.

Responsibilities

• Act as the primary contact for retirement plans and provide prompt customer service.
• Communicate with clients regarding service delivery and plan administration.
• Troubleshoot plan issues and discuss impact of legislative requirements.
• Support client retention through proactive relationship management and education.
• Coordinate and follow up on plan changes and education workshops.
• Discuss plan design and services with plan sponsors.

Skills

Client service

Communication skills

Relationship management

MS Office

Education

Bachelor's Degree

Tools

Omni Plus

Power Image

Clarify

Job description

Automatic Data Processing, Inc. in Louisville invites candidates for a Client Service Specialist role during a hiring event. You will maintain client relationships for retirement plan services, address day-to-day administration, and assist with plan compliance and education outreach.

Strong communication and organization are essential to deliver excellent service and support client retention. Experience in a client service environment, familiarity with 401(k) processes, and proficiency in