Retirement Plan Client Advocate

ADP; Louisville (KY); On-site; USD 42,000 - 62,000; Full time

Job summary

ADP in Louisville seeks a Client Service Specialist to develop and maintain effective relationships with retirement plan clients and to be the primary day-to-day contact for service delivery. You will troubleshoot plan issues and discuss regulatory impacts while driving client satisfaction.

Ideal candidates will have strong communication and organizational skills, familiarity with 401(k) plans and payroll systems, and a proven record of building trusted client partnerships through proactive

Qualifications

• Experience in a client service environment, ADP payroll and 401(k) experience is preferred.
• Demonstrates strong oral/written communication skills.
• Demonstrates strong listening skills.
• Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc) Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify). Proficiency in using payroll and recordkeeping systems
• Ability to learn quickly, function in a fast paced environment, and work on multiple projects simultaneously.
• Proven relationship-building skills. Strong time-mgmt, organization and problem solving skills.
• Demonstrates strong presentation skills. Ability to coordinate and take the lead on conference calls.
• Ability to guage client satisfaction through scheduled survey's, client visits and day-to-day interaction.
• Bachelor's Degree or its equivalent in education and experience.

Responsibilities

• Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service.
• Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention.
• Working knowledge of 401k, call center, relationship management or similar experience
• Shows knowledge of Testing, how systems relate, resolves general POC questions, understands work flow, above average call handling, payroll feeds, progressing technically, escalates issues appropriately, sends issues to resolution appropriately.
• Proactively discuss products and services, and plan desing with plan sponsors.
• Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
• Schedules Education Program for participant education workshops with the plan sponsor.

Skills

Client service

Communication

Listening

Relationship-building

Time management

Problem solving

Presentation skills

Multitasking

Payroll/401(k) experience

Education

Bachelor's degree or its equivalent in education and experience

Tools

Microsoft Office (Word, Excel, Outlook)

Omni Plus

Power Image

Clarify

Payroll and recordkeeping systems

Job description

ADP in Louisville seeks a Client Service Specialist to develop and maintain effective relationships with retirement plan clients and to be the primary day-to-day contact for service delivery. You will troubleshoot plan issues and discuss regulatory impacts while driving client satisfaction.

Ideal candidates will have strong communication and organizational skills, familiarity with 401(k) plans and payroll systems, and a proven record of building trusted client partnerships through proactive