Retirement Services Specialist - 401k & Financial Wellness

Automatic Data Processing, Inc.; Dallas (TX); On-site; USD 40,000 - 70,000; Full time

Job summary

Automatic Data Processing, Inc. is seeking a Retirement Services Representative to educate employees on retirement plan benefits, resources and tools, and assist with account transactions.

The role acts as the primary contact for employees, ensuring clear communication and enrollment support. The candidate should hold FINRA Series 6 and 63 licenses (or obtain them after hire), possess strong client-service skills, and be available to work 8am–9pm EST.

Qualifications

• Licensed retirement professional; FINRA Series 6 and 63 licenses or ability to obtain after hire.
• Strong communication and customer-service skills.
• Ability to work a full shift between 8am–9pm EST; flexible scheduling.

Responsibilities

• Educate employees on plan benefits, resources and tools for retirement planning.
• Explain distributions options and rollover processes; assist with rollovers into ADP plans.
• Maintain high call quality, troubleshoot issues, and support client satisfaction.

Skills

Client service

Communication

Financial knowledge

Securities licenses

Education

Bachelor's degree (preferred)

Job description

Automatic Data Processing, Inc. is seeking a Retirement Services Representative to educate employees on retirement plan benefits, resources and tools, and assist with account transactions.

The role acts as the primary contact for employees, ensuring clear communication and enrollment support. The candidate should hold FINRA Series 6 and 63 licenses (or obtain them after hire), possess strong client-service skills, and be available to work 8am–9pm EST.