Retirement Plan Client Services Specialist II

ADP; El Paso (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

ADP is hiring a Client Service Representative II. You will be the primary contact for retirement plans, delivering proactive service, resolving issues, and maintaining strong relationships with clients to ensure retention and satisfaction.

In this role you will work closely with plan sponsors, educate clients on plan design, and coordinate education programs. Strong communication, organization and problem-solving skills are essential in a fast-paced environment.

Qualifications

• 1 to 3 years of directly related experience.
• Minimum of 2 years of successful experience as a CLIENT SERVICE SPECIALIST I (or equivalent DC plan administration experience).
• Bachelor's Degree or its equivalent in education and experience; strong communication skills preferred.

Responsibilities

• Acts 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.
• Proactively discusses products and services, and plan design with plan sponsors.
• Assist clients with requests for plan changes and ensures the necessary project plans are followed through to completion.
• Schedules education programs for participant education workshops with the plan sponsor.

Skills

Client service

Relationship management

Communication skills

Time management

Education

Bachelor's Degree or its equivalent in education and experience

Tools

Microsoft Office

Omni Plus

Power Image

Clarify

Payroll systems

Job description

ADP is hiring a Client Service Representative II. You will be the primary contact for retirement plans, delivering proactive service, resolving issues, and maintaining strong relationships with clients to ensure retention and satisfaction.

In this role you will work closely with plan sponsors, educate clients on plan design, and coordinate education programs. Strong communication, organization and problem-solving skills are essential in a fast-paced environment.