29 days old

SIMPLE IRA Specialist (Customer Service / Bilingual preferred)

Florham Park, NJ 07932
Candidate can be located in Florham Park, NJ OR El Paso, TX
 
ADP is hiring a SIMPLE IRA Specialist. In this position you will be responsible for sales and client support and for maintaining effective relationships with ADP small business clients for retirement plan services. The SIMPLE IRA Specicalist is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day basis and troubleshooting plan issues. The SIMPLE IRA Specialist ensures the delivery of optimal service, client satisfaction and client retention. Acts as the primary contact for small business Simple IRA 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.
 
At 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:
  • 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 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.
  • Monitor plan documents for adherence to applicable rules and regulations.
  • Assist and/or support clients in complying with year-end requirements .
  • Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.
  • Researches and resolves inquiries involving payroll, finance, impounding, etc.
  • Researches & resolves issues forwarded by sales, internal/external partners.
  • Looks for trends in cases submitted and escalates as appropriate.
  • Proactively communicates with the client on statuses of open cases.
  • Performs other related duties as assigned.
 
QUALIFICATIONS REQUIRED:
  • Up to 1 Year of Directly Related Experience
  • If SIE, Series 6 and Series 63 licenses are not currently acquired and active; newly hired Specialists will be required to take and pass the exams (ADP will provide) within 75 days of being hired

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:
  • Bilingual -- fluent in English AND Spanish (reading, writing and speaking) is STRONGLY preferred.
  • Bachelor's Degree or its equivalent in education and experience
  • Client/customer support or phone support, or retirement/financial services, or banking experience preferred.
  • 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).
  • Ability to learn quickly, function in a fast-paced environment, and work on multiple projects simultaneously.
  • Proven relationship-building skills.
  • Strong time-management, organization and problem-solving skills.
 
Please check your email for an invitation to schedule a phone screening if you are selected for further consideration.
(Please ensure your email is set to accept emails from ADP or check your Spam folders for emails from ADP - Career Opportunities)

Explore our COVID-19 page https://jobs.adp.com/covid19/ to understand how ADP is approaching safety, travel, the hiring interview process, and more.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to 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, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, 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 https://jobs.adp.com/life-at-adp/ to learn more about ADPs culture and our full set of values.

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Posted: 2021-04-09 Expires: 2021-06-06

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SIMPLE IRA Specialist (Customer Service / Bilingual preferred)

ADP
Florham Park, NJ 07932

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