Retirement Plan Client Success Manager

ADP, Inc.; Louisville (TN); On-site; USD 52,000 - 72,000; Full time

Job summary

ADP, Inc. is seeking a Client Service Manager I to manage relationships with retirement plan clients, acting as the primary contact for day-to-day record keeping and service delivery.

The role emphasizes proactive client communication, issue resolution, and maintaining accurate activity records to support client satisfaction and retention. Responsibilities include coordinating plan changes, annual reviews, and supporting sales with pre-sales discussions while ensuring regulatory compliance and

Qualifications

• Experience in a client service environment.
• Bachelor's degree or its equivalent in education and experience.

Responsibilities

• Maintain relationships with ADP clients and serve as direct contact for retirement plan services.
• Discuss service delivery, assist with day-to-day retirement plan administration.
• Troubleshoot plan issues and discuss impact of legislative requirements.
• Maintain accurate records of calls, emails, correspondence, and client visits in ADP CRM.
• Coordinate plan changes and annual plan reviews with plan sponsors.
• Assist in pre-sales meetings and support compliance reporting.
• Mentor new associates and handle escalated calls.
• Monitor profitability and seek additional revenue opportunities.

Skills

Client service

Relationship building

Communication

Time management

Organization

Problem solving

Presentation

Multi-project management

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite (Word, Excel, Outlook)

Omni Plus

Power Image

Clarify

Payroll/Recordkeeping systems

Job description

ADP, Inc. is seeking a Client Service Manager I to manage relationships with retirement plan clients, acting as the primary contact for day-to-day record keeping and service delivery.

The role emphasizes proactive client communication, issue resolution, and maintaining accurate activity records to support client satisfaction and retention. Responsibilities include coordinating plan changes, annual reviews, and supporting sales with pre-sales discussions while ensuring regulatory compliance and