Retirement Plan Client Success Specialist

apply; Louisville (KY); On-site; USD 40,000 - 55,000; Full time

Job summary

ADP is hosting a Hiring Event in Louisville for a Client Service Specialist focused on retirement plan services. The role centers on building and maintaining strong client relationships and delivering outstanding service to support client satisfaction and retention.

Responsibilities include day-to-day recordkeeping support, plan design discussions with sponsors, coordinating education workshops, and monitoring compliance and reporting requirements to ensure accurate plan administration.

Qualifications

• Up to 1 year of experience in client service.
• Experience in ADP payroll and 401(k) is preferred.
• Strong oral and written communication skills.
• Proficiency with Microsoft Office; ability to learn proprietary tools.

Responsibilities

• Act as primary contact for retirement plans and provide prompt customer service.
• Communicate with clients regarding service delivery and plan administration.
• Resolve plan issues and advise on compliance and regulations as needed.
• Discuss plan design and sponsor requests; assist with plan changes.
• Schedule and coordinate participant education workshops and CGT trainings.
• Monitor compliance testing results and plan documents for adherence.

Skills

Client service

Communication skills

Relationship building

Time management

Multitasking

Education

Bachelor's degree or equivalent

Tools

Microsoft Office (Word, Excel, Outlook)

Omni Plus

Power Image

Clarify

Job description

ADP is hosting a Hiring Event in Louisville for a Client Service Specialist focused on retirement plan services. The role centers on building and maintaining strong client relationships and delivering outstanding service to support client satisfaction and retention.

Responsibilities include day-to-day recordkeeping support, plan design discussions with sponsors, coordinating education workshops, and monitoring compliance and reporting requirements to ensure accurate plan administration.