Client Services Specialist - Retirement Rep

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Job Information

ADP

Client Services Specialist - Retirement Rep

in

Louisville

Kentucky

$1500 Sign On Bonus

ADP is hiring a Client Service Specialist.

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.

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

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.

BONUS POINTS FOR THESE:

Preferred Qualifications

Bilingual (English and Spanish) preferred

YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:

Be yourself

in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.

Belong

by joining one of nine Business Resource Groups to connect globally with networks and allies who share common interests and experiences.

Grow your career

in an agile, fast-paced environment with plenty of opportunities to progress.

Continuously learn

through ongoing training, development, and mentorship opportunities. 

Be your healthiest.

Best-in-class benefits start on Day 1 because healthy associates are happy ones.

Focus on your mental health and well-being.

We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.

Join a company committed to giving back

and generating a lasting, positive impact

upon the communities in which we work and live. 

Get paid to pay it forward.

Company-paid time off for volunteering for causes you care about.

What are you waiting for? Apply now!

Jobs.adp.com

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:

ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to 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, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, 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.

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.

Explore our COVID-19 page

https://jobs.adp.com/covid19/

to understand how ADP is approaching safety, travel, the hiring interview process, and more.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:

ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to 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, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, 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.

Company info

Automatic Data Processing, Inc.
Website : http://www.adp.com