Client Service Manager

2 months ago

Burnaby, Canada ADP Full time

**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 (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) 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.
- Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor.
- Request employee education workshops and literatureConduct and/or support in-person Annual Plan Reviews for all plans with assets greater than $10m.
- Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary.
- Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary.
- Communicate and/or support compliance testing results and recommend options to improve results (if necessary).
- Monitor plan documents for adherence to applicable rules and regulations.
- Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation.
- Monitor profitability of clients and recommend appropriate revenue generating products and services.
- Proactively seek out and/or support additional revenue opportunities such as M&A activity or payroll additions.
- Provides mentoring & constructive feedback to new associates on a consistent basis.
- Effectively handles escalated calls.
- Assists in phone monitoring duties.
- Proactively assists with critical clients.
- Coordinates and peer reviews plan changes and acquisitions.
- Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.
- Takes part in disaster recovery testing and provides feedback on system enhancements
- Performs other related duties as assigned.

**QUALIFICATIONS REQUIRED**:

- Up to 1 Year of Directly Related Experience
- Bachelor's Degree or its equivalent in education and experience
- ASPPA QKA PREFERRED
- Experience in a client service environment required.
- ADP payroll and 401(k) experience is 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).
- 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-managment, 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 surrey's, client visits and day-to-day interaction.

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 $86,000.00 - $137,300.00 / Year

**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP**: 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.

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