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Full-time
bachelor degree
Posted 42d ago
~40 hrs/week
Responsibilities
The Client Service Specialist manages relationships with ADP clients by providing day-to-day retirement plan administration and troubleshooting issues. They ensure client satisfaction and retention through proactive communication and guidance on legislative requirements and plan enhancements.
Requirements
Candidates should have up to one year of experience, preferably in a client service environment with 401(k) or payroll knowledge. A bachelor's degree or equivalent experience is required, along with proficiency in Microsoft Office and strong communication skills.
Full job description
At ADP we are 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. If success motivates you, you belong at ADP.
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social Responsibility.
POSITION SUMMARY: Client Service Specialist is responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Specialist is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of select legislative requirements. The Client Service Specialist ensures the delivery of optimal service, client satisfaction and client retention.
RESPONSIBILITIES:
Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention. Working knowledge of 401k, call center, relationship management or similar experience
Shows knowledge of Testing, how systems relate, resolves general POC questions, understands work flow, above average call handling, payroll feeds, progressing technically, escalates issues appropriately, sends issues to resolution appropriately. Applies strategies where approprieate to clients for plan enhancements, additional business and overall retention and discusses these benefits with the client. Maintain a basic understanding of the types of investments in each retirement plan and be a conduit for client questions.
Proactively discuss products and services, and plan desing with plan sponsors. Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
Schedules Education Program for participant education workshops with the plan sponsor. Request employee education workshops and literature. Schedules CGT training for PAs.
Communicate compliance testing results and recommend options to improve results (if necessary). Monitor plan documents for adherence to applicable rules and regulations.
Assist clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
Proactively initiates conversations with clients related to compliance testing, training and plan design. Actively looks at client criteria for plan reviews, and proactively contacts client to discuss option to increase retention and client loyalty. Meets with internal business partners to coordinate proactive contacts with new clients to initiate seamless transition into service organization. Organizes follow up as necessary on key proactive initiatives to ensure that client expectations are met and deliverables to the client are achieved. Provides feedback to management on results of proactive key initiatives and offers suggestions for further development.
QUALIFICATIONS REQUIRED:
Experience up to 1 year
Qualifications
Preference will be given to candidates who have the following:
Experience in a client service environment, ADP payroll and 401(k) experience is preferred.
Demonstrates strong oral/written communication skills. Demonstrates strong listening skills.
Utilizes tools to support daily functions such as Microsoft Office Products (Word, Excel, Outlook, etc) Demonstrates ability to learn other proprietary system tools (Omni Plus, Power Image, and Clarify). Proficiency in using payroll and recordkeeping systems
Ability to learn quickly, function in a fast paced environment, and work on multiple projects simultaneously.
Proven relationship-building skills. Strong time-mgmt, organization and problem solving skills.
Demonstrates strong presentation skills. Ability to coordinate and take the lead on conference calls.
Ability to guage client satisfaction through scheduled survey's, client visits and day-to-day interaction.
Bachelor's Degree or its equivalent in education and experience.
Related keywords
401kRetirement Plan ServicesADP PayrollOmni PlusPower ImageClarifyCompliance Testing5500 PreparationAudit PackageRecordkeeping SystemsPlan SponsorParticipant EducationClient ServiceLegislative RequirementsForfeiture ReallocationMinimum Distribution Requirements
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