Retirement Plan Client Specialist II

ADP, Inc.; Louisville (KY); On-site; USD 42,000 - 54,000; Full time

Job summary

ADP is seeking a Client Service Representative II to develop and maintain effective relationships with retirement plan clients. You will be the direct client contact for retirement plan services, handling day-to-day administration, troubleshooting, and advising on legislative requirements.

We emphasize core values and ongoing support for growth. The role requires proactive client engagement, cross-functional collaboration, and a strong understanding of 401(k) and payroll/recordkeeping systems.

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).
• Experience in a client service environment is preferred.
• ADP payroll and 401(k) experience is preferred.
• Excellent communication and presentation skills.
• Ability to learn proprietary systems and work in a fast-paced environment.

Responsibilities

• Acts as the primary contact for retirement plans regarding day-to-day record keeping and provides prompt customer service.
• Proactively communicates with clients to evaluate and ensure delivery of optimal service and client retention.
• Discusses plan design with plan sponsors and assists with plan changes and project plans.
• Schedules and coordinates participant education workshops and CGT trainings.
• Communicates compliance testing results and recommends options to improve results.
• Monitors plan documents for adherence to rules and regulations and supports year-end requirements.

Skills

Client service experience

Communication skills

Relationship management

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Omni Plus

Power Image

Clarify

Job description

ADP is seeking a Client Service Representative II to develop and maintain effective relationships with retirement plan clients. You will be the direct client contact for retirement plan services, handling day-to-day administration, troubleshooting, and advising on legislative requirements.

We emphasize core values and ongoing support for growth. The role requires proactive client engagement, cross-functional collaboration, and a strong understanding of 401(k) and payroll/recordkeeping systems.