Associate Retirement Services Representative
ADP

Louisville, Kentucky


Associate Retirement Services Representative (401k)

Position Summary:

The Retirement Services Representative is a licensed Retirement professional responsible for providing exceptional service to the employees of ADP Retirement Service's clients. They are the primary point of contact for employees and proactively drive employee education by raising awareness of the various tools and resources made available to employees for their retirement and financial planning. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account transactions. The Retirement Services Representative must be capable of communicating with employees at all levels within the organizations Retirement Services supports. As the Retirement Services Representative frequently discusses and educates on investment company products and processes financial transactions, they are required to successfully obtain and maintain their series 6 and 63 FINRA securities licenses.

Job Responsibilities:

  • Educates employees on account information, plan benefits, plan resources and tools such as Financial Wellness, Mobile, Retirement Savings Calculator, and Investment Product information enabling employees to make informed financial and investment decisions.
  • Drive high levels of employee satisfaction through exceptional call quality interactions, leading to stronger employee satisfaction and client retention.
  • Maintain full working knowledge of desktop tools such as CRM system, Plan Sponsor and Participant website, Cimplicity, and workflow system.
  • Proactively troubleshoot and probe to resolve employee issues, again requiring full working knowledge of the recordkeeping platform and business processes that support it.
  • Adhere to daily schedule and support high call volumes of inbound calls. Flexibility to maintain increase of daily phone time during peak times (which can be unplanned and impacted by market fluctuations).
  • Educate employees on distribution options available to them when transitioning employers or commencing retirement, and presents the American Century Investments Rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.
  • Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units as needed.

Job Qualifications:

  • FINRA Series 6 and 63 securities licenses and Securities Industry Essentials (can be obtained after being hired into the role)
  • 1-3 years of Client Service or Finance/Banking experience
  • Strong and proven communication skills
  • You must be available to work an 8 hour shift between the hours of 8am - 7pm EST




Black Inclusion Jobs

Gain Access


Add Your Resume

Add your resume to our resume database that can be searched by employers looking to hire!

Improve Job Search

Subscribe to job alerts and add your resume to our resume database for employers!


Sign up now

More IT jobs


Computer World Services (CWS)Corporation
Columbus, Ohio
Posted 25 minutes ago
Computer World Services (CWS)Corporation
Columbus, Ohio
Posted 23 minutes ago
Computer World Services (CWS)Corporation
Barbourville, Kentucky
Posted 23 minutes ago
View IT jobs ยป

Share Inclusion Job

Associate Retirement Services Representative is also posted to sites within our Inclusion Job Network.


Disability inclusion jobs logo
Asian inclusion jobs logo
Black inclusion jobs logo
Diversity inclusion jobs logo
LGBTQ inclusion jobs logo
Seniors inclusion jobs logo
Women inclusion jobs logo
Hispanic inclusion jobs logo