Retirement Plan Client Advocate

adpinternalcareers; Town of Texas (WI); On-site; USD 45,000 - 60,000; Full time

Job summary

ADP is seeking a Client Service Specialist to foster strong relationships with retirement plan clients and provide day-to-day administration, issue resolution, and compliance support. You will engage plan sponsors, discuss design options, and coordinate education workshops to promote service excellence.

The role emphasizes proactive communication, problem solving, and mastery of payroll/recordkeeping systems. A degree or equivalent experience is required along with strong organizational skills.

Qualifications

• Experience in a client service environment.
• Strong oral/written communication and listening skills.
• Proficiency with Microsoft Office and payroll/recordkeeping tools.
• Ability to learn proprietary systems quickly.
• Bachelor's degree or equivalent.

Responsibilities

• Serve as the primary contact for retirement plans and client communication.
• Provide day-to-day retirement plan administration support and issue resolution.
• Discuss plan design with sponsors and assist with plan changes.
• Coordinate participant education workshops and training.
• Monitor compliance testing results and plan documents.

Skills

Client service

Communication

Relationship-building

Time management

Organization

Problem solving

Presentation skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Omni Plus

Power Image

Clarify

Job description

ADP is seeking a Client Service Specialist to foster strong relationships with retirement plan clients and provide day-to-day administration, issue resolution, and compliance support. You will engage plan sponsors, discuss design options, and coordinate education workshops to promote service excellence.

The role emphasizes proactive communication, problem solving, and mastery of payroll/recordkeeping systems. A degree or equivalent experience is required along with strong organizational skills.