Relationship Manager III, Retirement Services
This will be a virtual position, but would need to be based in the states of: Nevada, Arizona or New Mexico
ADP is hiring a Relationship Manager - III. The Relationship Manger is responsible for developing and maintaining effective ADP relationships with our top tier clients. 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. Requires travel up to 15=20%.
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:
ย Key ADP contact for the client's decision maker and/or the senior executive responsible for the ADP relationship
ย 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
ย 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.
ย Understand client's business issues, HR, Payroll and outsourcing strategies. Identifies new service and/or product opportunities.
ย Proactively positions client satisfaction surveys. Follows-up on critical surveys.
ย Communicates and promotes key ADP initiatives, i.e..: MOTM, User Group Meetings, Product Announcements/Enhancements.
ย 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.
ย Participate in pre-sale presentations and employee education campaigns.
ย Maintains comprehensive and timely records on service activities. Adheres to standard ADP tools and processes for recording and responding to service activities.
ย Performs other related duties as assigned.
QUALIFICATIONS REQUIRED:
ย 5-8 Years of directly related experience
ย 15-20% Travel
PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:
ย FINRA Series 6 & 63 securities licenses and Securities Industry Essentials
ย Bachelor's Degree preferred in Business, Finance or Accounting or the Equivalent in Education & Experience
ย Comprehensive understanding of competitive advantages and disadvantages of Retirement Products.
ย Experience in managing executive level relationships / partnerships with clients and third parties
ย Extensive understanding of Defined Contribution record keeping and plan administration
ย Familiarity with mutual funds and basic investment management principles
#LI-AJ1
#LI-Hybrid
Apply Now
ADP is hiring a Relationship Manager - III. The Relationship Manger is responsible for developing and maintaining effective ADP relationships with our top tier clients. 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. Requires travel up to 15=20%.
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:
ย Key ADP contact for the client's decision maker and/or the senior executive responsible for the ADP relationship
ย 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
ย 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.
ย Understand client's business issues, HR, Payroll and outsourcing strategies. Identifies new service and/or product opportunities.
ย Proactively positions client satisfaction surveys. Follows-up on critical surveys.
ย Communicates and promotes key ADP initiatives, i.e..: MOTM, User Group Meetings, Product Announcements/Enhancements.
ย 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.
ย Participate in pre-sale presentations and employee education campaigns.
ย Maintains comprehensive and timely records on service activities. Adheres to standard ADP tools and processes for recording and responding to service activities.
ย Performs other related duties as assigned.
QUALIFICATIONS REQUIRED:
ย 5-8 Years of directly related experience
ย 15-20% Travel
PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:
ย FINRA Series 6 & 63 securities licenses and Securities Industry Essentials
ย Bachelor's Degree preferred in Business, Finance or Accounting or the Equivalent in Education & Experience
ย Comprehensive understanding of competitive advantages and disadvantages of Retirement Products.
ย Experience in managing executive level relationships / partnerships with clients and third parties
ย Extensive understanding of Defined Contribution record keeping and plan administration
ย Familiarity with mutual funds and basic investment management principles
#LI-AJ1
#LI-Hybrid
Apply Now