Relationship Manager Retirement Services
ADP
Boston, MA (In Person)
$112,200 Salary, Full-Time
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Job Description
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.TO SUCCEED IN THIS ROLE
: Required Qualifications Minimum of 5 years' related experience in professional services or relationship management, with prove proficiency in managing a book of business supporting clients. Comprehensive understanding of Retirement Products. Ability to travel 25-30% based on client needs. High School diploma A college degree is great but not required. What's more important is having the skills to do the job.Other acceptable experiences could include:
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 EssentialsPREFERRED QUALIFICATIONS
Preference will be given to candidates who have the following: Bachelor's Degree preferred in Business, Finance or Accounting or the Equivalent in Education - Experience 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 #LI-AJ1 #LI-Remote Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions.We offer the following benefits:
Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is USD $74,100.00 - USD $150,300.00 / Year•Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws. A little aboutADP:
We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition (https://www.adp.com/about-adp/awards-and-recognition.aspx) . Diversity, Equity, Inclusion & Equal Employment Opportunity atADP:
ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing 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, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics atADP:
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 ADP's culture and our full set of values. Active Filters Relationship Manager Retirement ... Ma Home Office, MA Clear All ApplySimilar remote jobs
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