What role or company are you looking for?

West Harrison, New York

Sales Representative

Sales Representative

Florham Park, NJ

$54,122 - $66,149

Investment Relationship Consultant II, Retirement Services

by clicking on apply, you agree to our Terms of Use and Privacy Policy

ADP is hiring a Senior Investment Relationship Consultant. 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.

POSITION SUMMARY:
The Senior Investment Relationship Consultant is responsible for proactively contacting and assessing the loss risk of the top tier clients in ADP Strategic Plan Services, a Registered Investment Advisor subsidiary of ADP, Inc (ADP SPS). In some cases, the Investment Relationship Consultant will act as the liaison between the client and Client Services, with the Investment Relationship Consultant responsible for addressing the client's immediate investment concerns and formulating solutions for the client's overall satisfaction with their retirement plan services. The Investment Relationship Consultants must understand the client's short and long-term goals relative to their Retirement Plan and will also facilitate solutions across other ADP products and services. The Investment Relationship 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 frequent domestic travel to meet the client's needs.

RESPONSIBILITIES:

  • Has a broad understanding of 401(k) plan investments and how ADP SPS provides servicing. Has above average knowledge capabilities in client relationship management. Responsible for retention through proactive initiatives of book of business. Also provides solutions to clients regarding administrative subjects, such as testing inquiries, plan status and plan design. 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. (deleted sentence)
  • Liaison with ADP entities outside RS and proactively communicates and initiates service and product issues and then 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 (deleted text) to ensure clients short and long term goals are met. Discusses inquires involving payroll, finance, impounding, compliance testing. Looks for trends within respective client base, makes recommendations and escalates as appropriate. May provide training to client’s services on investment and administrative issues (i.e. client retention discussions) Proactively communicates with the client on statuses of open cases. 
  • (Deleted text). Assists client and executive contact with understanding their Blueprint Report, outlining the investment performance of plan investments and any activity around placing investment on watch or deselection (delete remaining text).  Maintains an understanding of the types of investments and product offerings for entire Retirement Services line in order to best determine client fit when necessary (i.e. mid-lite, Enterprise) 
  • Performs other related duties as assigned.

QUALIFICATIONS REQUIRED:

  • Bachelor's Degree or Equivalent in Education & Experience
  • NASD Series 6/63 or equivalent
  • 8 years of directly related experience
  • Minimum of 2 years of successful experience as a KSR lII (or equivalent DC plan administration experience).

Preference will be given to candidates who have the following:

  • Previous investment experience and relationship management a plus. 
  • CEBS, ASPA
  • 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). Proficiency in using payroll and recordkeeping systems 
  • 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.

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 ADP's culture and our full set of values.

Job ID: 1161757100059706528