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Client Service Manager IV

1 month ago

Salem, New Hampshire, United States ADP Full time
Job Title: Client Service Manager IV

ADP is seeking a highly skilled Client Service Manager IV to join our team. As a key member of our client service team, you will be responsible for developing and maintaining effective relationships with ADP clients.

Key Responsibilities:
  • Act as the primary contact for retirement plans regarding day-to-day record keeping matters and provide prompt customer service.
  • Proactively communicate regularly with clients to evaluate and ensure delivery of optimal service, client satisfaction, and client retention.
  • Discuss products and services, and plan design with plan sponsors.
  • Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion.
  • Schedule education programs for participant education workshops with the plan sponsor.
  • Request employee education workshops and literature.
  • Schedule CGT training for PAs.
  • Communicate compliance testing results and recommend options to improve results (if necessary).
  • Monitor plan documents for adherence to applicable rules and regulations.
  • Assist clients in complying with year-end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation, and audit package preparation and reconciliation.
  • Proactively initiate conversations with clients related to training and plan design.
  • Actively look at client criteria for plan reviews.
  • Proactively contact clients to discuss options to increase retention and client loyalty.
  • Meet with internal business partners to coordinate proactive contacts with new clients to initiate seamless transition into service organization.
  • Organize follow-up as necessary on key proactive initiatives to ensure that client expectations are met and deliverables to the client are achieved.
  • Provide feedback to management on results of proactive key initiatives and offer suggestions for further development.
Qualifications:
  • 5 to 8 years of directly related experience.
  • Minimum of 2 years of successful experience as a Client Service Specialist II (or equivalent DC plan administration experience).
Preferred Qualifications:
  • Experience in a client service environment required. ADP payroll and 401(k) experience is preferred.
  • Bachelor's Degree or its equivalent in education and experience.
  • 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-management, organization, and problem-solving skills.
  • Demonstrates strong presentation skills.
  • Ability to coordinate and take the lead on conference calls.
  • Ability to gauge client satisfaction through scheduled surveys, client visits, and day-to-day interaction.
About 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.

Hiring decisions are based upon ADP's operating needs and applicant merit, including qualifications, experience, ability, availability, cooperation, and job performance.

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.