Relationship Manager Retirement Services

ADP

2d•Remote

About The Position

ADP is hiring a Relationship Manager within our Retirement Services group. The Relationship Manger is responsible for developing and maintaining effective ADP relationships with our top tier clients for the retirement 401(k) needs. As the liaison with the Client and as a key client advocate, the Relationship Manager is primarily responsible for the client's overall satisfaction. The Relationship Manager positions him or herself within the senior levels of the organization. However, the Relationship Manager may also interact with the client's middle management and department staff when necessary. Understanding the client's short and long-term goals relative to their retirement plan, the Relationship Manager serves as a facilitator of services across the Retirement Services organization and may be asked to assist ADP Sales in new opportunities. This position will involve extensive frequent domestic travel to meet with their book of clients.

Requirements

Minimum of 5 years' experience in professional services or relationship management, with prove proficiency in managing a book of business.
Ability to travel 25-30% based on client needs.
High School diploma
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 have developed and are excited to provide an environment where you can continue to make a meaningful impact.
FINRA Series 6 & 63 securities licenses and Securities Industry Essentials

Nice To Haves

Bachelor's Degree preferred in Business, Finance or Accounting or the Equivalent in Education - Experience
Comprehensive understanding of competitive advantages and disadvantages of ADP Retirement Products.
Experience in managing executive level relationships / partnerships with clients and third parties
Extensive understanding of Defined Contribution record keeping and plan administration
Familiarity with mutual funds and basic investment management principles

Responsibilities

Key ADP contact for the client's decision maker and/or the senior executive responsible for the ADP relationship regarding retirement plans.
Key liaison with all ADP entities to proactively communicate and monitor service and product issues after the client is sold. Focus is on total client satisfaction
Execute quarterly comprehensive account reviews with clients. Effectively communicate and oversee the resolution of resulting critical service issues with all ADP entities as well as to communicate areas of satisfaction or perceived improvement.
Understand client's business issues and retirement planning needs. Identifies new service and/or product opportunities.
Proactively positions client satisfaction surveys. Follows-up on critical surveys.
Communicates and promotes key ADP initiatives, i.e..: MOTM, User Group Meetings, Product Announcements/Enhancements.
Positioned as the Client Advocate within ADP -- cuts through the red tape to resolve issues. Ensures clients understand ADP's position on World Class Service. Recognizes service as the key strategic differentiator in our marketplace.
Participate in pre-sale presentations and employee education campaigns.
Maintains comprehensive and timely records on service activities. Adheres to standard ADP tools and processes for recording and responding to service activities.
Performs other related duties as assigned.