Advisor Service Manager

ADP • Salem, NH

36d • Hybrid

About The Position

In this role you will be supporting both prospective advisors as well as high volume 401(k) centric advisors aligned to top broker dealer relationships across the industry. You will answer day-to-day inquiries while also proactively reviewing their overall book of business with ADP. Your concentration will be on delivering an optimal service experience, recommending value add features and upgrades, and ensuring we are positioned ahead of the competition. You will be partnered directly with our Sales Force and Retirement Channel Managers to promote growth of the advisor's ADP book of business, including all ADP HCM products and services. You will ensure there are no obstacles for the advisor or our mutual clients that would prevent a growing and thriving relationship with us.
The nature of what you do every day will be engaging in a consultative relationship with both advisors and clients. The questions you receive will vary, as will the solutions you provide based on each company's demographic and their unique plan document. There will be no shortage of new questions, which will keep things interesting. Our top-ranked training and mentoring program will set you up for success in just a few short weeks!
To thrive in this role, you have a way with advisors and clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear, easy to understand, and take action on. As a result, your advisor and client satisfaction scores make you proud. Pace should not scare you. Don't worry, we also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.

Requirements

• 5+ years of Client Service and/or Finance/Banking experience.
• Exceptional verbal and written communication skills
• Comfortable taking the lead on conference calls and have an executive presence.
• Experience noted above, OR Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success.

Nice To Haves

• ASPPA Qualified 401(k) Administrator (QKA) Credential highly preferred
• 5+ years of experience working with Financial Advisors and/or Broker Dealer Firms
• 5+ years of successful experience as a Client Service Manager or equivalent in DC plan administration experience.

Responsibilities

• Provide Relationship Management support by proactively initiating conversations with advisors related to participant education and plan design across their book of business.
• Actively look at plan review criteria to discuss opportunities to increase client retention and loyalty.
• Research and resolve inquiries involving advisor compensation, broker dealer or firm level changes, investment fund changes and reporting, payroll, money movement, and Department of Labor compliance testing.
• Assist advisors and clients with their annual audits and Form 5500 tax filings.
• Look for trends in case activity and communicate appropriately to mitigate risk.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree