Retirement Services Specialist

ADP, Inc.; El Paso (TX); On-site; USD 45,000 - 70,000; Full time

Job summary

ADP, Inc. in Texas seeks a Retirement Services Representative (401k) to serve as primary contact for employees of ADP Retirement Services clients, educating them on plan benefits, resources, and financial planning.

The role requires FINRA Series 6 and 63 licenses (or ability to obtain), strong communication, and the ability to handle high call volumes while guiding employees through investment product information and rollovers.

Qualifications

• FINRA Series 6 and 63 licenses required or can be obtained after hiring.
• 1+ year of Client Service/Finance/Banking experience.
• Strong and proven communication skills.

Responsibilities

• Educates employees on account information, plan benefits, resources and tools to enable informed retirement decisions.
• Educate employees on mutual funds, rates of return, market timing, and self-directed brokerage options during enrollment calls.
• Explain distribution options on retirement/transition and assist with incoming rollovers into ADP plans.
• Maintain knowledge of CRM, Plan Sponsor and Participant websites, Simplicity, and workflow systems; resolve employee issues.

Skills

Communication skills

Education

Bachelor's degree preferred

Job description

ADP, Inc. in Texas seeks a Retirement Services Representative (401k) to serve as primary contact for employees of ADP Retirement Services clients, educating them on plan benefits, resources, and financial planning.

The role requires FINRA Series 6 and 63 licenses (or ability to obtain), strong communication, and the ability to handle high call volumes while guiding employees through investment product information and rollovers.