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Retirement Services Rep (FINRA LICENSE REQUIRED)

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ADP

20d ago

  • Job
    Full-time
    Junior Level
  • Banking & Finance
  • Louisville

Requirements

  • 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 developed and are excited to provide an environment where you can continue to make a meaningful impact.
  • FINRA Series 6/63/7 securities licenses and Securities Industry Essentials
  • 1+ year of Client Service/Customer Service or Finance/Banking experience
  • Strong communication skills
  • You must be available to work an 8-hour shift between the hours of 8am - 9pm EST
  • Preferred Qualifications: Preference will be given to candidates who have the following:
  • This is a non-exempt/hourly position, willingness to work overtime and varied day-time shifts will be necessary.

Responsibilities

  • Educates employees on account information, plan benefits, plan resources and tools such as Financial Wellness, Mobile, Retirement Savings Calculator, and Investment Product information enabling employees to make informed financial and investment decisions.
  • Firm understanding and education on mutual funds, rates or return, personal rates or return, market timing restrictions, self-directed brokerage accounts on enrollment calls and
  • any investment related calls enabling employees to make informed financial and investment decisions.
  • Educate employees on distribution options available to them when transitioning employers or commencing retirement and presents the American Century Investments Rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.
  • Drive high levels of employee satisfaction through exceptional call quality interactions, leading to stronger employee satisfaction and client retention.
  • Maintain full working knowledge of desktop tools such as CRM system, Plan Sponsor and Participant website, Cimplicity, and workflow system.
  • Proactively troubleshoot and probe to resolve employee issues, again requiring full working knowledge of the recordkeeping platform and business processes that support it.
  • Adhere to daily schedule and support high call volumes of inbound calls. Flexibility to maintain increase of daily phone time during peak times (which can be unplanned and impacted by market fluctuations).
  • Educate employees on distribution options available to them when transitioning employers or commencing retirement rollover option to employees of eligible plans. Assist employees with support for incoming rollovers into ADP plans.
  • Participate in task forces, strategic initiatives, stretch assignments and collaboration opportunities with other business units as needed.

Always designing for people.

Human Resources
Industry
10,001+
Employees

Mission & Purpose

ADP is a company that specialises in providing human resources, payroll, and workforce management solutions. With a focus on streamlining HR processes, ADP offers a range of services to help businesses manage their employees efficiently, from payroll processing to talent management. The company's ultimate goal is to empower organisations by simplifying complex administrative tasks related to human capital, allowing them to focus on strategic initiatives and business growth. ADP's purpose is to be a reliable partner for businesses, offering innovative solutions that contribute to the effectiveness and success of their human resources and workforce management functions.

Benefits

  • Medical

  • Life Insurance

  • Commuter Savings

  • Dental

  • ADP Federal Credit Union

  • Vision

  • Matched 401k

  • Home & Auto Insurance Programs

  • Employee Stock Purchase Plan

  • Holidays, Personal Days, Vacation

  • PAID Volunteer Time Off

  • Wellness Offerings