Client Service Manager IV Retirement Services

ADP•Salem, NH

1d•Hybrid

About The Position

ADP Retirement Services helps organizations simplify retirement plan administration while providing exceptional service and support to plan sponsors and participants. Our Client Service teams serve as trusted advisors, helping clients navigate plan administration, compliance, legislative changes, and overall retirement plan success.

Requirements

5+ years of experience in retirement services, client relationship management, account management, or a related financial services environment.
Experience supporting 401(k), retirement, or employee benefits plans.
Strong customer service and relationship management skills.
Ability to analyze issues, identify solutions, and communicate effectively with clients and internal partners.
Strong written, verbal, presentation, and interpersonal communication skills.
Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

Knowledge of retirement plan compliance, testing, regulatory requirements, and industry practices.
Experience utilizing Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
Strong presentation and client-facing communication skills.
Experience leading conference calls, client meetings, or training sessions.
Proven ability to build lasting client relationships and influence positive outcomes.
Strong organizational, time management, and problem-solving skills.
Ability to learn and navigate proprietary systems and technology platforms.
Experience mentoring, coaching, or supporting team development initiatives.

Responsibilities

Serve as the primary point of contact for retirement plan sponsors regarding day-to-day plan administration and recordkeeping matters.
Build and maintain strong client relationships through proactive communication and ongoing consultation.
Partner with clients to understand business needs and identify opportunities to support their retirement plan experience.
Drive client satisfaction, loyalty, and retention through exceptional service delivery.
Support plan sponsors with retirement plan administration, plan design changes, and operational inquiries.
Communicate compliance testing results and discuss available options when corrective action may be needed.
Assist clients with year-end activities, including minimum distribution requirements, forfeiture reallocations, Form 5500 preparation support, audit package preparation, and reconciliation activities.
Monitor retirement plans for compliance with applicable regulations and industry requirements.
Research and resolve complex client inquiries related to payroll, finance, compliance testing, recordkeeping, and retirement plan operations.
Manage escalated service issues and coordinate resolution across internal teams.
Communicate status updates and ensure timely follow-up on open issues and projects.
Act as a subject matter expert for retirement plan products, services, and operational processes.
Conduct proactive outreach to discuss plan performance, participant education, training opportunities, and service enhancements.
Collaborate with internal business partners to ensure smooth onboarding and transition experiences for new clients.
Identify retention opportunities and recommend solutions that support client goals and business growth.
Participate in client reviews, conference calls, and other client-facing meetings as needed.
Provide guidance, mentoring, and technical support to less experienced associates.
Share best practices and serve as a resource for team members.
Support training initiatives, coaching efforts, and continuous improvement activities.
Assist leadership with departmental initiatives, projects, and strategic priorities.