Client Relations Associate

2 weeks ago


Louisville, Kentucky, United States ADP Full time

Become a part of ADP and contribute to a culture that prioritizes your achievements We value your distinct abilities and viewpoints, fostering an environment that encourages your creative solutions. As you aim for personal and professional growth, we are committed to supporting you every step of the way. If you are motivated by success, ADP is the ideal environment for you.

Our operations are driven by CORE principles: Insightful Expertise, Integrity, Service Excellence, Innovation, Individual Empowerment, Results Orientation, & Social Responsibility.

POSITION SUMMARY:
As a Client Relations Associate at ADP, you will cultivate and sustain robust connections with clients, acting as the primary liaison for retirement plan services. Your role encompasses ensuring seamless service execution, managing daily plan operations, resolving issues, and addressing regulatory requirements with clients. Your emphasis will be on delivering outstanding service, improving client satisfaction, and promoting client loyalty.

KEY RESPONSIBILITIES:

  • Act as the principal contact for retirement plans, providing prompt customer assistance and maintaining consistent communication with clients to guarantee satisfaction and retention. Have a solid understanding of 401k plans, relationship management, and call center dynamics.
  • Exhibit knowledge of testing protocols, system functionalities, and effective problem resolution. Identify avenues for plan enhancements and communicate benefits to clients. Stay informed about investment alternatives within each retirement plan to address client inquiries competently.
  • Proactively engage with plan sponsors to discuss offerings, services, and plan improvements. Assist clients with requests for plan modifications and oversee project execution.
  • Organize participant education sessions and training workshops with plan sponsors. Coordinate training for PAs and manage requests for employee educational resources.
  • Relay compliance testing results to clients and suggest improvements if necessary. Ensure plan documentation complies with applicable regulations.
  • Support clients in fulfilling year-end obligations such as distribution mandates, audit preparations, and compliance evaluations. Take initiative in discussing compliance testing, training requirements, and plan modifications with clients.

ESSENTIAL QUALIFICATIONS:

  • Up to 1 year of pertinent experience

While a college degree is advantageous, we prioritize practical expertise above all. Military experience is highly valued for the dedication, problem-solving skills, and commitment that veterans contribute to our organization.



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