ADP
Advisor Service Representative – Client Service
Position Summary Developing and maintaining the confidence of the RS advisor channel is an essential component to the success of ADPRS. The Advisor Service Representative role supports advisor-centric and associated client related inquiries with a concentration in RS Advisor Services for generalist and prospecting advisors. The Advisor Service Representative communicates service delivery, provides assistance on day‑to‑day retirement plan administration, troubleshoots plan issues and discusses the impact of select legislative requirements. The Advisor Service Representative ensures the delivery of optimal service, satisfaction and retention.
Responsibilities
Act as the primary contact for retirement plans with an emphasis on advisor services regarding day‑to‑day record‑keeping matters and provide prompt customer service. Proactively communicate regularly with advisor and client to evaluate and ensure delivery of optimal service, satisfaction and retention. Working knowledge of 401(k), call center, relationship management or similar experience. Resolve general POC questions, understand workflow, above average call handling, payroll feeds, progress technically and escalates issues appropriately. Apply strategies where appropriate to advisors and clients for plan enhancements, additional business and overall retention and discuss these benefits with the advisor and client. Maintain a basic understanding of the types of investments in each retirement plan and be a conduit for advisor and client questions.
Proactively discuss products and services, and plan design with advisors and plan sponsors. Assist advisors and sponsors with requests for plan changes and ensure the necessary project plans are followed through to completion.
Schedule Education Program for participant education workshops with the plan sponsor. Request employee education workshops and literature. Schedule CGT training for PAs and advisors.
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 initiates conversations related to compliance testing, training and plan design. Actively look at client criteria for plan reviews, and proactively contact client to discuss option 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
Preferred Bachelor’s Degree
0 to 1 Years of Directly Related Experience
Experience in a client service environment required. ADP payroll and 401(k) experience is preferred.
Banking experience
Diversity, Equity, Inclusion & Equal Employment Opportunity at 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 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, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, 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.
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Position Summary Developing and maintaining the confidence of the RS advisor channel is an essential component to the success of ADPRS. The Advisor Service Representative role supports advisor-centric and associated client related inquiries with a concentration in RS Advisor Services for generalist and prospecting advisors. The Advisor Service Representative communicates service delivery, provides assistance on day‑to‑day retirement plan administration, troubleshoots plan issues and discusses the impact of select legislative requirements. The Advisor Service Representative ensures the delivery of optimal service, satisfaction and retention.
Responsibilities
Act as the primary contact for retirement plans with an emphasis on advisor services regarding day‑to‑day record‑keeping matters and provide prompt customer service. Proactively communicate regularly with advisor and client to evaluate and ensure delivery of optimal service, satisfaction and retention. Working knowledge of 401(k), call center, relationship management or similar experience. Resolve general POC questions, understand workflow, above average call handling, payroll feeds, progress technically and escalates issues appropriately. Apply strategies where appropriate to advisors and clients for plan enhancements, additional business and overall retention and discuss these benefits with the advisor and client. Maintain a basic understanding of the types of investments in each retirement plan and be a conduit for advisor and client questions.
Proactively discuss products and services, and plan design with advisors and plan sponsors. Assist advisors and sponsors with requests for plan changes and ensure the necessary project plans are followed through to completion.
Schedule Education Program for participant education workshops with the plan sponsor. Request employee education workshops and literature. Schedule CGT training for PAs and advisors.
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 initiates conversations related to compliance testing, training and plan design. Actively look at client criteria for plan reviews, and proactively contact client to discuss option 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
Preferred Bachelor’s Degree
0 to 1 Years of Directly Related Experience
Experience in a client service environment required. ADP payroll and 401(k) experience is preferred.
Banking experience
Diversity, Equity, Inclusion & Equal Employment Opportunity at 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 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, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, 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.
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