Retirement Services Specialist - 401(k) Education

AD; El Paso (TX); On-site; USD 25,000 - 36,000; Full time

Job summary

Automatic Data Processing, Inc. is seeking a Retirement Services Representative (401k) to educate employees on retirement plans and resources. You will guide employees through plan benefits, tools, and financial planning, while handling account transactions and rollover options.

The role requires FINRA Series 6 and 63 licenses (or ability to obtain), strong communication, and 1+ year in finance or client service. You must be available 8am–9pm EST on a flexible schedule.

Qualifications

• FINRA Series 6 and 63 securities licenses required (can be obtained after hire)
• 1+ year experience in Client Service/Customer Service or Finance/Banking
• Strong and proven communication skills
• Availability for an 8 hour shift between 8am-9pm EST

Responsibilities

• Educates employees on account information, plan benefits, resources and tools to enable informed financial decisions.
• Educates on mutual funds, rates of return, and self-directed brokerage accounts.
• Assist employees with rollover options and incoming rollovers into ADP plans.
• Drive high levels of employee satisfaction through quality call interactions and client retention.
• Maintain knowledge of CRM, Plan Sponsor/Participant website, Simplicity, and workflow systems.
• Troubleshoot and resolve employee issues within the recordkeeping platform and processes.

Skills

FINRA Series 6 license

FINRA Series 63 license

Customer service

Strong communication

Education

Bachelor's degree preferred

Job description

Automatic Data Processing, Inc. is seeking a Retirement Services Representative (401k) to educate employees on retirement plans and resources. You will guide employees through plan benefits, tools, and financial planning, while handling account transactions and rollover options.

The role requires FINRA Series 6 and 63 licenses (or ability to obtain), strong communication, and 1+ year in finance or client service. You must be available 8am–9pm EST on a flexible schedule.