Manage, 401(k) Client Services
Indexed 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.
Responsibilities
- Manages the Regional 401(k) department, providing feedback to each associate, based on their job duties, ensuring quality performance, and high standard work ethic.
- Manages performance of associates in order to meet employee retention goals, ensure high quality and statistical achievement and provide opportunities for career development.
- Drafts performance appraisals for associates and provides feedback;works closely with the Plan Executive to draft team goals and implement enhancements in product and service levels to all service associate levels and provides measurements of success accordingly.
- Coordinate functions within the department to initiate communication and encourage team spirit.
- Respond to inquiries from Operations Exec., Clients, Sales, Payroll, Human Resources, and New Business regarding 401(k) Administration, process flow, statutory limitations and changes.
- Works with the New Business Team to ensure client satisfaction with the 401(k) product,to assign new 401(k) Specialists - to receive feedback on client concerns.
- Resolve Escalations via phone and email including point-of-call escalation.
- Works with the HR/Client Relations Executive to schedule client service calls of our Tier One clients, either at the worksite or over the phone, to ensure client satisfaction with the 401(k) product - to receive feedback on client concerns.
- Provides assistance to the 401(k) Plan Specialist regarding escalations and client problem resolution in the technical - compliance features of the 401(k) Plan.
- Trend client escalations and provide summary reports to Plan Executive monthly.
- Manages NPS Detractors and Promoters and periodically calls on clients for feedback.
- Work with Plan Exec and Management to rollout Annual Strategies and Campaigns
- Manage Dept Productivity, Monitor Clarify Queues and workgroups.
- Performs other related duties as assigned.
- 4+ Years experience with Qualified Plans.
- At least 2 years' proficiency with client service regarding qualified Plans
- Bachelor's Degree or its equivalent in education and experience
- Demonstrated continuing education in the 401(k) field. (CEBS, QKA, ERPA)
- In-depth working knowledge in retirement service industry.
- Prefer experience with a TPA or record keeper.
- General financial services background. General ERISA knowledge.
- 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 and Clarify).
- Proficiency in using payroll, HR databases and recordkeeping systems
- Personnel management, strategic thinking, and decision making
- Proven relationship-building skills. Strong time-mgmt, organization and problem solving skills.
- Ability to coordinate and take the lead on conference calls.
- Ability to gauge client satisfaction through scheduled surrey's, client calls/visits and day-to-day interaction
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.
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