Retirement Plan Client Success Specialist

Automatic Data Processing, Inc.; El Paso (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

ADP is seeking a Client Service Specialist to manage relationships with retirement plan clients and serve as the main point of contact for day-to-day administration. You will troubleshoot issues, ensure service delivery, and support client satisfaction and retention.

You will engage plan sponsors on design and compliance, coordinate participant education, and work with internal teams to deliver accurate retirement processing and reporting.

Qualifications

• Experience up to 1 year.
• Demonstrates strong oral/written communication skills.
• Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc).
• Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify).
• Proficiency in using payroll and recordkeeping systems.
• Ability to learn quickly, function in a fast paced environment, and work on multiple projects simultaneously.
• Proven relationship-building skills. Strong time-mgmt, organization and problem solving skills.
• Bachelor's Degree or its equivalent in education and experience.

Responsibilities

• Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service.
• Shows knowledge of Testing, how systems relate, resolves general POC questions, understands work flow, above average call handling, payroll feeds, progressing technically, escalates issues appropriately, sends issues to resolution appropriately.
• Proactively discuss products and services, and plan design with plan sponsors.
• Schedules Education Program for participant education workshops with the plan sponsor.
• Communicate compliance testing results and recommend options to improve results.
• Assist clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
• Proactively initiates conversations with clients related to compliance testing, training and plan design.

Education

Bachelor's Degree or equivalent in education and experience

Tools

Microsoft Office

Omni Plus

Power Image

Clarify

Payroll/Recordkeeping systems

Job description

ADP is seeking a Client Service Specialist to manage relationships with retirement plan clients and serve as the main point of contact for day-to-day administration. You will troubleshoot issues, ensure service delivery, and support client satisfaction and retention.

You will engage plan sponsors on design and compliance, coordinate participant education, and work with internal teams to deliver accurate retirement processing and reporting.