- 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.
- 3 to 5 Years of Directly Related Experience
- Experience noted above, OR
- Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.
- ASPPA QKA PREFERRED
- Minimum of 2 years of successful experience as a Client Service Manager II (or equivalent DC plan administration 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-mgmt, 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.
-
Client Service Manager III
3 weeks ago
ADP Salem, United StatesPosition DescriptionADP is hiring a Client Service Manager III. 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 responsibl ...
-
Client Service Manager III
3 weeks ago
ADP Salem, United StatesADP is hiring a Client Service Manager III. 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 ...
-
Client Service Manager III
3 weeks ago
ADP Salem, United StatesJob Description · ADP is hiring a Client Service Manager III. 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 ...
-
Client Service Manager III
2 weeks ago
ADP - Automatic Data Processing, Inc Salem, United StatesPosition Description · ADP is hiring a Client Service Manager III. 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 respons ...
-
Property Manager III
1 week ago
WinnCompanies Boston, United States Full timeWinnCompanies is looking for an agile and driven Property Manager III to join our team at SoMa Apartments, a 347-unit market-rate and 190 voucher holders residential community located in Mattapan, MA. In this role, you will effectively manage, market, and maintain the apartme ...
-
Management Analyst III
1 week ago
DelDOT Boston, United StatesIntroduction · Make a Difference with DHSS · Our mission at the Department of Health and Social Services (DHSS) is to improve the quality of life of Delaware citizens by promoting health and well-being, fostering self-sufficiency, and protecting vulnerable populations. We prior ...
-
Management Analyst III
3 weeks ago
DelDOT Boston, United StatesIntroduction · Make a Difference with DHSS · Our mission at the Department of Health and Social Services (DHSS) is to improve the quality of life of Delaware citizens by promoting health and well-being, fostering self-sufficiency, and protecting vulnerable populations. We prior ...
-
Management Analyst III
3 days ago
DelDOT Boston, United StatesIntroduction · Make a Difference with DHSS · Our mission at the Department of Health and Social Services (DHSS) is to improve the quality of life of Delaware citizens by promoting health and well-being, fostering self-sufficiency, and protecting vulnerable populations. We prior ...
-
Marketing Manager: III
4 weeks ago
Dexian Boston, United StatesJob Description · Responsibilities: · Coordinate, implement and oversee direct and digital marketing acquisition campaigns for a range of products and services from agency kick-off to art and list files to vendor. · A good understanding of how to: · run agency kick-off meetings a ...
-
Management Analyst III
2 weeks ago
ALLERAIT SOLUTIONS LLC Haymarket, United StatesBenefits: · 401(k) · Dental insurance · Health insurance · Paid time off · Vision insurance · Management Analyst III · Description: · Provide Management Analyst III support in the following areas: · Business Process Improvement and Organizational Assessment · Communicat ...
-
Logistics Manager III
1 week ago
Applied Research Solutions Bedford, United States**Description** · Applied Research Solutions is seeking a Logistics Manager (Level III) located at Hanscom, AFB in Bedford, Massachusetts. · Why Work with us? · Applied Research Solutions (ARS) is respected as a world-class provider of technically integrated solutions as we de ...
-
Marketing Manager III
1 week ago
Patterson Companies Devens, United StatesPatterson isn't just a place to work, it's a partner that cares about your success. · One of the distinguishing marks of our company is the talented people who embrace the people-first, always advancing, and results-driven culture. Professional growth abounds in this motivating ...
-
Project Manager III
2 weeks ago
AECOM Boston, Massachusetts, United States PermanentJob Description · AECOM is seeking a creative, highly talented Project Manager to lead and execute interdisciplinary building design projects in a collaborative and design-focused environment in our Boston, Massachusetts office. The role will be responsible for managing the scope ...
-
Account Manager III- Massachusetts
2 weeks ago
TD Bank, N.A. Boston, United States Full timeDescription · : The Commercial Team Lead coordinates and manages a commercial lending group, including developing and servicing a group loan portfolio. This job has credit complexity of medium to large and move complex credit situations. · Depth & Scope: · Typical amount superv ...
-
Sales Manager II or III
1 week ago
Total System Services LLC Boston, United States Full timeEvery day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions an ...
-
Program Manager III
4 weeks ago
Thermo Fisher Scientific Cambridge, United StatesJob Description · DUTIES: - Drive the supply chain transformation program through the end-to-end execution of projects while leading cross-functional teams. · Partner with other functions such as IT, Manufacturing, Process Development, Commercial Program Management, and Quality ...
-
Program Engineering Manager III
1 week ago
BAE Systems USA Hudson, United States**Job Description** · Because this role involves a combination of collaborative/in-person and independent work, it will take the form of a **hybrid work format** , with time split between working onsite and remotely. · See what you re missing. Our employees work on the world s ...
-
C/S Management Analyst III
3 weeks ago
DelDOT Boston, United StatesIntroduction · Make a Difference with DHSS · Our mission at the Department of Health and Social Services (DHSS) is to improve the quality of life of Delaware citizens by promoting health and well-being, fostering self-sufficiency, and protecting vulnerable populations. We prior ...
-
Program Quality Manager III
2 weeks ago
BAE Systems Nashua, United States Full timeJob Description · Are you looking for a quality leadership role that has a diverse and growing portfolio developing and producing the most advanced electronic systems that protect our warfighters? Are you inspired to join an organization with a strong culture, that's focused on ...
-
Program Quality Manager III
1 week ago
BAE Systems Nashua, United StatesJob Description Are you looking for a quality leadership role that has a diverse and growing portfolio developing and producing the most advanced electronic systems that protect our warfighters? Are you inspired to join an organization with a strong culture, that's focused on ens ...
Client Service Manager III - Salem, United States - ADP
Description
ADP is hiring a Client Service Manager III. 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. The Client Service Manager ensures the delivery of optimal service, client satisfaction and client retention.. Act as the primary contact for retirement plans regarding day to day record keeping matters and provides prompt customer service. Proactively communicates regularly with client to evaluate and ensure delivery of optimal service, client satisfaction and client retention. CLIENT SERVICE MANAGER IS REQUIRED TO MAINTAIN ACCURATE RECORDS OF ALL CALLS, Emails, CORRESPONDANCE AND CLIENT VISITS IN ADP CLIENT RELATIONSHIP MANAGEMENT SYSTEMS. CONTINUALLY DEVELOPS AND MAINTAINS PRODUCT, INDUSTRY AND SYSTEMS KNOWLEDGE AND SKILLSAt ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.
RESPONSIBILITIES:
A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:
#LI-Hybrid
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 to learn more about ADP's culture and our full set of values.
