Retirement Plan Client Success Manager II

adpinternalcareers; Town of Texas (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

ADP is seeking a Client Service Manager II to develop and maintain strong relationships with retirement plan clients and serve as the primary client contact for retirement plan services.

The role focuses on delivering exceptional service, resolving plan issues, and ensuring client satisfaction and retention. Strong communication, organizational, and payroll/recordkeeping system proficiency are essential.

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.
• Demonstrates strong oral/written communication skills.

Responsibilities

• Acts as the primary contact for retirement plans regarding day-to-day record keeping matters and provides prompt customer service.
• Proactively communicates with clients to evaluate and ensure delivery of optimal service, client satisfaction and 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

Communication skills

Relationship management

Time management

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Omni Plus

Power Image

Clarify

Payroll systems

Recordkeeping systems

Job description

ADP is seeking a Client Service Manager II to develop and maintain strong relationships with retirement plan clients and serve as the primary client contact for retirement plan services.

The role focuses on delivering exceptional service, resolving plan issues, and ensuring client satisfaction and retention. Strong communication, organizational, and payroll/recordkeeping system proficiency are essential.