Retirement Services Rep (FINRA LICENSE REQUIRED)
Company: ADP
Location: Salem
Posted on: May 3, 2024
Job Description:
Position Summary: The Retirement Services Representative is a
licensed Retirement Services professional responsible for providing
exceptional service to the employees of ADP Retirement Service's
clients. They are the primary point of contact for employees and
proactively drive employee education by raising awareness of the
various tools and resources made available to employees for their
retirement and financial planning. They educate employees on plan
benefits, plan resources, financial wellness, investment company
products, and also assist employees with individual account
transactions. The Retirement Services Representative must be
capable of communicating with employees at all levels within the
organizations Retirement Services supports. As the Retirement
Services Representative frequently discusses and educates on
investment company products and processes financial transactions,
they are required to successfully obtain and maintain their series
6 and 63 FINRA securities licenses. Job 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. Job
Qualifications:
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:
Bachelor's degree preferred, or
equivalent of experience and education This is a non-exempt/hourly
position, willingness to work overtime and varied day-time shifts
will be necessary. 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. 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.
Keywords: ADP, New England , Retirement Services Rep (FINRA LICENSE REQUIRED), Sales , Salem, Northeast
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