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Full-time
bachelor degree
Posted 17d ago
~40 hrs/week
Responsibilities
Serve as the primary point of contact for retirement plan sponsors, providing consultative support for plan administration and recordkeeping. Manage complex client inquiries, ensure regulatory compliance, and drive client retention through proactive relationship management.
Requirements
Requires 5+ years of experience in retirement services, account management, or financial services, specifically supporting 401(k) or employee benefits plans. Strong communication, analytical, and relationship management skills are essential; a college degree is preferred but not required.
Full job description
ADP Retirement Services is Hiring a 401(k) Client Service Manager IV!
At ADP, we're driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn, and grow, we support you all the way.
Are you ready to join a company offering career advancement opportunities throughout your career journey?
Are you looking for an inclusive environment with a culture of collaboration and belonging?
Do you have a passion for helping clients and building long-term relationships?
If so, this may be the opportunity you've been searching for.
About ADP Retirement Services:
ADP Retirement Services helps organizations simplify retirement plan administration while providing exceptional service and support to plan sponsors and participants. Our Client Service teams serve as trusted advisors, helping clients navigate plan administration, compliance, legislative changes, and overall retirement plan success.
What You'll Do: Responsibilities& what you can expect on a typical Day:
As a 401(k) Client Service Manager IV, you will serve as a primary point of contact for a portfolio of retirement plan clients. You will provide consultative support, resolve complex issues, promote client satisfaction, and help ensure long-term retention through proactive service and partnership.
Client Relationship Management
Serve as the primary point of contact for retirement plan sponsors regarding day-to-day plan administration and recordkeeping matters.
Build and maintain strong client relationships through proactive communication and ongoing consultation.
Partner with clients to understand business needs and identify opportunities to support their retirement plan experience.
Drive client satisfaction, loyalty, and retention through exceptional service delivery.
Retirement Plan Administration
Support plan sponsors with retirement plan administration, plan design changes, and operational inquiries.
Communicate compliance testing results and discuss available options when corrective action may be needed.
Assist clients with year-end activities, including minimum distribution requirements, forfeiture reallocations, Form 5500 preparation support, audit package preparation, and reconciliation activities.
Monitor retirement plans for compliance with applicable regulations and industry requirements.
Issue Resolution & Consultation
Research and resolve complex client inquiries related to payroll, finance, compliance testing, recordkeeping, and retirement plan operations.
Manage escalated service issues and coordinate resolution across internal teams.
Communicate status updates and ensure timely follow-up on open issues and projects.
Act as a subject matter expert for retirement plan products, services, and operational processes.
Business Partnership & Client Retention
Conduct proactive outreach to discuss plan performance, participant education, training opportunities, and service enhancements.
Collaborate with internal business partners to ensure smooth onboarding and transition experiences for new clients.
Identify retention opportunities and recommend solutions that support client goals and business growth.
Participate in client reviews, conference calls, and other client-facing meetings as needed.
Team Leadership & Development
Provide guidance, mentoring, and technical support to less experienced associates.
Share best practices and serve as a resource for team members.
Support training initiatives, coaching efforts, and continuous improvement activities.
Assist leadership with departmental initiatives, projects, and strategic priorities.
TO SUCCEED IN THIS ROLE:
5+ years of experience in retirement services, client relationship management, account management, or a related financial services environment.
Experience supporting 401(k), retirement, or employee benefits plans.
Strong customer service and relationship management skills.
Ability to analyze issues, identify solutions, and communicate effectively with clients and internal partners.
Strong written, verbal, presentation, and interpersonal communication skills.
Ability to manage multiple priorities in a fast-paced environment.
A college degree is great but not required. What's more important is having the skills needed to succeed in this role. Other acceptable experiences may include:
Relevant professional experience as described above; or
Military experience. We recognize and value the leadership, dedication, integrity, and problem-solving abilities Veterans bring to the workplace.
Qualifications
BONUS POINTS FOR THESE: Preferred Qualifications
Knowledge of retirement plan compliance, testing, regulatory requirements, and industry practices.
Experience utilizing Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
Strong presentation and client-facing communication skills.
Experience leading conference calls, client meetings, or training sessions.
Proven ability to build lasting client relationships and influence positive outcomes.
Strong organizational, time management, and problem-solving skills.
Ability to learn and navigate proprietary systems and technology platforms.
Experience mentoring, coaching, or supporting team development initiatives.
Designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Time Management, Benefits and Payroll. Informed by data and designed for people.
Offices: 1 ADP Blvd, Roseland, New Jersey 07068, US · 1100 René-Lévesque Ouest, Montreal, Québec H3B4N4, CA · Viale Giulio Richard 5/A, 20143, Milano, IT · ADP Employer Services GmbH, Frankfurter Straße 227, Neu-Isenburg, 63263, DE · 9 rue de la Gabelle, Carouge, GE 1227, CH
Human Capital ManagementHR BPOPayroll and Tax ServicesPEORetirementTalent ManagementHuman Resource ManagementTax and ComplianceBenefits AdministrationPayment Solutions
Designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Time Management, Benefits and Payroll. Informed by data and designed for people.
Offices: 1 ADP Blvd, Roseland, New Jersey 07068, US · 1100 René-Lévesque Ouest, Montreal, Québec H3B4N4, CA · Viale Giulio Richard 5/A, 20143, Milano, IT · ADP Employer Services GmbH, Frankfurter Straße 227, Neu-Isenburg, 63263, DE · 9 rue de la Gabelle, Carouge, GE 1227, CH
Human Capital ManagementHR BPOPayroll and Tax ServicesPEORetirementTalent ManagementHuman Resource ManagementTax and ComplianceBenefits AdministrationPayment Solutions