Assoc. Retirement Services Rep
ADP

ADP is hiring a Retirement Services Representative.

• Are you ready to join a company offering career advancement opportunities throughout your career journey?
• Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?
• Are you looking for an inclusive environment with a culture of collaboration and belonging?

If so, this may be an opportunity for you. Read on and decide for yourself.

In this position, you will be the primary point of contact for employees of ADP's Retirement Service's clients. You will proactively drive employee education by raising awareness of the various tools and resources available to them for their retirement and financial planning. You will educate employees on plan benefits, plan resources, financial wellness, and investment company products, and also assist employees with individual account transactions. This will include discussion and education on investment company products, processes, and financial transactions. As a condition of this role, you are required to successfully obtain and maintain your Series 6 and 63 FINRA securities licenses.

To thrive in this role, you must be comfortable working in a metrics-driven call center environment as part of a structured day. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.

A little about ADP: We are a global leader in human resources technology, offering the latest AI and machine learning-enhanced payroll, tax, human resources, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. We've received recognition as a global Best Places to Work and a recipient of many prestigious awards for diversity, equity, and inclusion, including a DiversityInc® Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. As part of our deep DEI commitment, our CEO has joined the OneTen coalition to create one million jobs for Black Americans within ten years. Learn more about DEI at ADP on our YouTube channel: http://adp.careers/DEI_Videos

Ready to #MakeYourMark?  Apply now!

To learn more about Client Services at ADP, watch here: https://adp.careers/Client_Services_Videos

WHAT YOU'LL DO: Responsibilities

What you can expect on a typical day:

Educate employees on account information, plan benefits, plan resources, and tools such as Financial Wellness, Mobile, Retirement Savings Calculator, and Investment Product information enabling employees to make informed financial and investment decisions. Educate employees on distribution options available to them when transitioning employers or commencing retirement and present the American Century Investments Rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.

Drive employee satisfaction and client retention as measured through call quality interactions. Proactively troubleshoot and probe to resolve employee issues.

Maintain full working knowledge of desktop tools such as Customer Relationship Management (CRM) system, Plan Sponsor and Participant website, Cimplicity, and workflow system.

Adhere to daily schedule and support a high volume of inbound calls. Flexibility to maintain increase of daily phone time during peak times (which can be unplanned and impacted by market fluctuations).

Participate in task forces, strategic initiatives, stretch assignments. and collaboration opportunities with other business units as needed.

TO SUCCEED IN THIS ROLE: Required Qualifications

• 1-3 years of Client Service or Finance/Banking experience
• Strong and proven communication skills
• Series 6 and 63 FINRA securities licenses will be required - can take testing during first 75 days of employment

A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:

• Experience noted above, OR
• Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success.