Relationship Investment Consultant

ADP•El Paso, TX

About The Position

ADP is seeking a Relationship Investment Consultant! This position would be responsible for proactively contacting and performing investment reviews of the top tier investment management clients for ADP Strategic Plan Services (ADP SPS). The Relationship Investment Consultant will act as the liaison between the client and ADP SPS, with the Relationship Investment Consultant responsible for addressing the client's 401k investment lineup and providing an update on fund statuses per the Investment Committee of ADP SPS using a proprietary investment report (BluePrint Report). The Relationship Investment Consultants must understand the fund's performance and be able to articulate updates on fund performance, fund management teams and overall stock and fixed income markets to clients. The Relationship Investment Consultant may be involved in service recovery to the extent that the primary goal is to identify the client's issues, and recommend appropriate solutions. This position may involve domestic travel to meet the client's needs. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experiences could include: 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

Requirements

NASD Series 6/63 or equivalent, CEBS, ASPA
Minimum of 2 years of successful experience as an Investment Consultant (or equivalent DC plan investment advisory/management services).
Potential for up to 10% travel

Nice To Haves

Previous investment experience and relationship management a plus.
Demonstrates strong oral/written communication skills. Demonstrates strong listening skills.
CFP, CIMA, CFA preferred.
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.
Experience with Morningstar® platforms a plus.
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 survey's, client visits and day-to-day interaction.

Responsibilities

Has a broad understanding of 401(k) plans and how ADP SPSS provides servicing. Has above average knowledge capabilities with respect to equity and fixed income markets and mutual funds. Responsible for retention through proactive initiatives of book of business. Provides solutions to clients with respect to their investment fiduciary responsibilities. Maintains accurate records of all calls, emails, correspondence and client visits. Proactively offers value added products and services to enhance satisfaction, retain client and generate additional revenue. Alerts management of critical client issues where appropriate, monitors trends and escalates client issues appropriately.
Liaison with ADP entities outside RS and proactively communicates and initiates service and product issues and escalates accordingly. Effectively communicates and oversees the resolution of resulting critical service issues with all ADP entities as well as to communicate areas of satisfaction or perceived improvement.
Proactively contacts respective client base to ensure clients short- and long-term goals are met. Looks for trends within respective client base, makes recommendations and escalates as appropriate. May provide training to clients on broad issues (i.e. investment fiduciary responsibilities) Proactively communicates with the client on statuses of open cases.
Reviews client investment documents and perform investment reviews for clients of ADP Strategic Plan Services. Provides service recovery for at-risk clients and works in conjunction with internal and external resources to ensure clients' needs are met. Actively participates in special projects as needed. Maintains an understanding of the types of investments and product offerings for ADP Strategic Plan Services.
May have a role assisting the ADP Strategic Plan Services Investment Committee.
Performs other related duties as assigned.

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