Client Service Manager Virtual Hiring Event

Company: ADP is Hiring for various Retirement Services/Clie
Location: Louisville
Posted on: November 22, 2021

Job Description:

ADP is hiring a Client Service Manager II. In this position you will be responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Manager 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 Manager ensures the delivery of optimal service, client satisfaction and client retention.. 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. CLIENT SERVICE MANAGER IS REQUIRED TO MAINTAIN ACCURATE RECORDS OF ALL CALLS, Emails, CORRESPONDANCE AND CLIENT VISITS IN ADP CLIENT RELATIONSHIP MANAGEMENT SYSTEMS. CONTINUALLY DEVELOPS AND MAINTAINS PRODUCT, INDUSTRY AND SYSTEMS KNOWLEDGE AND SKILLSAt 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.RESPONSIBILITIES:

• Proactively discuss and/or support products and services, and plan design with plan sponsors.
• Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
• Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate.
• Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions.
• Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor.
• Request employee education workshops and literature
• Conduct and/or support in-person Annual Plan Reviews for all plans with assets greater than $10m. Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary.
• Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary.
• Communicate and/or support compliance testing results and recommend options to improve results (if necessary).
• Monitor plan documents for adherence to applicable rules and regulations.
• Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
• Monitor profitability of clients and recommend appropriate revenue generating products and services.
• Proactively seek out and/or support additional revenue opportunities such as M&A activity or payroll additions.
• Provides mentoring & constructive feedback to new associates on a consistent basis.
• Effectively handles escalated calls.
• Assists in phone monitoring duties.
• Proactively assists with critical clients.
• Coordinates and peer reviews plan changes and acquisitions.
• Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.
• Takes part in disaster recovery testing and provides feedback on system enhancements
• Performs other related duties as assigned.QUALIFICATIONS REQUIRED:
  • 1- 3 Years of Directly Related Experience
  • Bachelor's Degree or its equivalent in education and experiencePREFERRED QUALIFICATIONS:Preference will be given to candidates who have the following:
    • ASPPA QKA PREFERRED
    • Minimum of 2 years of successful experience as a Client Service Manager I (or equivalent DC plan administration experience).
    • 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 gauge client satisfaction through scheduled surveys, client visits and day-to-day interaction.Technical requirementsAfter signing up, you will be sent an email with instructions on how to connect.Please be prepared to join the virtual interview from a quiet place using a desktop or mobile device with a working speaker, microphone, and camera. Check to see if your network connection can support an online session. A plugged in ethernet cable or a strong WiFi network signal will help avoid time delays during your conversation.What to prepare
      • Please upload resume and be prepared to discuss your work historyPreferred dress codeBusiness casual (dress pants/skirt, button down/blouse, optional tie)About ADP is Hiring for various Retirement Services/Client Service opportunities in El Paso, TX and Louisville, KY!!!ADP is hiring for a variety of opportunities in our El Paso, TX and Lousiville, KY offices.Available Positions: Associate Retirement Client Service Rep & Advisor Service RepLet us tell you a little more...
        • Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities with your laser vision? (FYI - We only wear capes on Fridays.)
        • Are you great at follow-up and follow-through with your clients to help them work smarter, embrace new challenges, and find solutions?
        • Most importantly, do you love people and thrive in a fast-paced, collaborative environment? (Oh yes, we used the "L" word and it's that serious.)Well, then you might be just the person we're looking for!First, a little something about ADP. We believe great companies are built not only by great people - but for them. Every day we strive to design a better way to work helping employees at organizations around the world to stay productive and achieve their potential. We're always designing for people, starting right here with our one-of-a-kind culture and people like youYOU'LL LOVE WORKING HERE BECAUSE YOU CAN:
          • Make your mark. We want you to challenge things and are open to fresh ideas.
          • Bring your passion and fun. Be yourself in a culture of highly diverse perspectives and insights.
          • Stay ahead of the curve. An agile, fast-paced environment means plenty of opportunities to progress.
          • Become a certified "smarty pants." Ongoing training and development opportunities for even the most insatiable learner.
          • Be your healthiest. Best-in-class benefits that start on Day 1, because healthy associates are happy ones.
          • Get paid to pay it forward. Company paid time off for volunteering for causes you care about.What is a virtual interview?Virtual interviews help employers connect with job seekers when they are not in the same physical location. Since hiring is a human process, employers would like to talk with you online (chat, video or phone) to see if you meet the requirements for the job.

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