Retirement Services Client Specialist - FINRA LICENSE REQUIRED

apply; El Paso (TX); Hybrid; USD 36,000 - 54,000; Full time

Job summary

ADP is hiring an experienced SIMPLE IRA Specialist to join a team delivering best-in-class customer interactions. The role combines service excellence with guidance on products and solutions, supported by comprehensive training programs.

The position supports clients by handling routine requests, resolving issues, and offering helpful, non-technical product information. It is a hybrid role, requiring office presence three days per week and remote work two days per week.

Qualifications

• 2+ years of previous experience in customer service or support.
• Able to answer non-technical questions and provide pre-defined solutions.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Serve as a subject matter expert handling routine client requests for ADP clients.
• Resolve routine customer concerns using pre-defined solutions and guidance.
• Answer non-technical questions regarding ADP products.
• Provide consultation and help less-experienced specialists on the team.
• Learn and navigate ADP systems to respond to issues.

Skills

Customer service

Communication

Bilingual English/Spanish

Education

High School diploma

Bachelor's degree

Job description

Unlock Your Career Potential: Customer Service at ADP. This position is hybrid, working in the office 3 days per week and from home 2 days per week.

It's all about enabling our customers to be more effective employers. Our Customer Service team makes it happen by collaborating with customers and other ADP colleagues to ensure our products and services deliver winning results. Did you know that the vast majority of our customers are not only satisfied, they'd recommend ADP to someone else? You will be the one providing the on-the-spot support that makes our integrated solutions stand out in today's increasingly competitive global marketplace.

ADP is hiring an experienced SIMPLE IRA Specialist. In this position, you'll join a team of rock star professionals who are responsible for ensuring every customer interaction is a best-in-class experience. You'll combine a passion for service and discovering innovative solutions with our top-ranked training programs to help customers enjoy every drop of value within our products.

RESPONSIBILITIES:

• Serve as a subject matter expert in handling routine client requests for ADP clients
• Resolve routine customer concerns with pre-defined solutions
• Answer non-technical questions regarding ADP products
• Provide consultation and help answer non-technical questions supporting less-experienced specialists on the team
• Learn and navigate ADP systems in order to respond to issues

QUALIFICATIONS REQUIRED:

• At least 2 years of previous experience
• High School diploma

Series 6, 63 or 7 active certification

PREFERRED QUALIFICATIONS:

Preference will be given to candidates who have the following:

• Bilingual in English and Spanish
• Strong client relationship and interpersonal skills
• Ability to troubleshoot and resolve customer complaints using pre-defined solutions
• Demonstrated ability to learn and apply basic concepts in new situations
• Organizational skills including the ability to multi-task, set priorities, and follow up in a timely manner
• Ability to collaborate and work in a team environment as well as work independently and make sound decisions
• Bachelor's degree

#LI-Hybrid