Senior Retirement Plan Client Advisor

Automatic Data Processing, Inc.; Louisville (KY); On-site; USD 42,000 - 58,000; Full time

Job summary

Automatic Data Processing, Inc. in Louisville, KY is hiring a Client Service Representative II. You will manage day-to-day client relationships for retirement plan services and serve as the primary client contact to ensure service delivery and retention.

Responsibilities include proactive client communication, assisting with plan changes, educating sponsors, and coordinating education programs. A strong background in 401k/plan administration and excellent communication are preferred.

Qualifications

• 1–3 years of directly related experience in client service.
• Minimum of 2 years as a CLIENT SERVICE SPECIALIST I (or equivalent DC plan administration).

Responsibilities

• Acts as the primary contact for retirement plans and day-to-day record keeping.
• Proactively communicates with clients to ensure service quality and retention.
• Assists clients with plan changes and ensures project plans are followed.
• Schedules participant education workshops with plan sponsors.
• Explains 401k systems and plan design to clients.
• Escalates issues and coordinates with internal teams as needed.

Skills

Client service

Communication skills

Relationship-building

Time management

Problem solving

Education

Bachelor's Degree or equivalent in education and experience

Tools

Microsoft Office

Omni Plus

Power Image

Clarify

Job description

Automatic Data Processing, Inc. in Louisville, KY is hiring a Client Service Representative II. You will manage day-to-day client relationships for retirement plan services and serve as the primary client contact to ensure service delivery and retention.

Responsibilities include proactive client communication, assisting with plan changes, educating sponsors, and coordinating education programs. A strong background in 401k/plan administration and excellent communication are preferred.