Customer Service Representative

ADP is hiring a Client Service Manager I. This position is hybrid, working in the office 3 days per week, and from home 2 days per week.

In this position you will be responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services.

• The Client Service Manager is responsible for:
• Communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of select legislative requirements.
• Ensuring the delivery of optimal service, client satisfaction and client retention.
• Acting as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service.
• Proactively communicating regularly with the client to evaluate and ensure delivery of optimal service, client satisfaction and client retention.
• Maintaining accurate records of all calls, emails, correspondence and client visits in the ADP client relationship management system.
• Continually developing and maintaining product, industry and systems knowledge and skills.

RESPONSIBILITIES:

• Proactively discuss and/or support 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.
• Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate.
• Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions.
• Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor.
• Request employee education workshops and literature.
• Conduct and/or support in-person Annual Plan Reviews for all plans with assets greater than $10m.
• Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary.
• Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary.
• Communicate and/or support compliance testing results and recommend options to improve results (if necessary).
• Monitor plan documents for adherence to applicable rules and regulations.
• Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
• Monitor profitability of clients and recommend appropriate revenue generating products and services.
• Proactively seek out and/or support additional revenue opportunities such as M-A activity or payroll additions.
• Provides mentoring - constructive feedback to new associates on a consistent basis.
• Effectively handles escalated calls.
• Assists in phone monitoring duties.
• Proactively assists with critical clients.
• Coordinates and peer reviews plan changes and acquisitions.
• Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.
• Takes part in disaster recovery testing and provides feedback on system enhancements
• Performs other related duties as assigned.

QUALIFICATIONS REQUIRED:

• Up to 1 Year of Directly Related Experience
• Bachelor's Degree or its equivalent in education and experience