Client Service Specialist II
2 weeks ago
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:
- Acts 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.
- Proactively discusses products and services, and plan design with plan sponsors.
- Assist clients with requests for plan changes and ensures the necessary project plans are followed through to completion.
- Schedules education programs for participant education workshops with the plan sponsor.
- Requests employee education workshops and literature.
- Schedules CGT training for PAs.
- Communicates compliance testing results and recommends options to improve results (if necessary).
- Monitor plan documents for adherence to applicable rules and regulations.
- Assists 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 training and plan design.
- Actively looks at client criteria for plan reviews.
- Proactively contacts clients to discuss options 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.
- Exhibits working knowledge of 401k, call center, relationship management or similar experience.
- Explains to the client how systems relate.
- Resolves general point of call questions.
- Understands work flow, above average call handling, payroll feeds along with progressing technically.
- Escalates issues appropriately.
- Sends issues to resolution when appropriate.
- Applies strategies where appropriate to clients for plan enhancements, additional business and overall retention and can discuss these benefits with the client.
- Provides a basic understanding of the types of investments in each retirement plan and be a conduit for client questions.
- 1 to 3 Years of Directly Related Experience
- Minimum of 2 years of successful experience as a CLIENT SERVICE SPECIALIST I (or equivalent DC plan administration experience).
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