Retirement Services Advisor - 401(k) & Financial Wellness

Automatic Data Processing, Inc.; Louisville (KY); On-site; USD 55,000 - 65,000; Full time

Job summary

Automatic Data Processing, Inc. Retirement Services is seeking a licensed Retirement Services Representative to serve as the primary contact for employees of client companies. You will educate on plan benefits, resources, financial wellness, and assist with individual account transactions.

You will maintain knowledge of investment products and processes for rollovers, with emphasis on education and compliance, while supporting a high level of employee satisfaction.

Qualifications

• FINRA Series 6 and 63 licenses are required or can be obtained after hire.
• 1+ year of Client Service/Customer Service or Finance/Banking experience
• Strong communication skills are essential
• Must be available to work an 8 hour shift between 8am - 9pm EST

Responsibilities

• Educates employees on account information, plan benefits, plan resources and tools.
• Educates on mutual funds, rates of return, market timing restrictions and self-directed brokerage accounts.
• Explain distribution options and assist with rollovers into ADP plans.
• Maintain high call quality to ensure client satisfaction and retention.
• Proficient use of CRM, Plan Sponsor site, Simplicity, and workflow tools.

Skills

Client service

Communication skills

Financial services knowledge

Licensing prep

Education

Bachelor's degree preferred

Tools

CRM software

Plan Sponsor Website

Simplicity

Workflow system

Job description

Automatic Data Processing, Inc. Retirement Services is seeking a licensed Retirement Services Representative to serve as the primary contact for employees of client companies. You will educate on plan benefits, resources, financial wellness, and assist with individual account transactions.

You will maintain knowledge of investment products and processes for rollovers, with emphasis on education and compliance, while supporting a high level of employee satisfaction.