Retirement Services Representative (FINRA LICENSING REQUIRED)

Position Summary

The Retirement Services Representative is a licensed Retirement 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. Educates employees on plan benefits, plan resources, financial wellness, investment company products, and also assist employees with individual account transactions.

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.
• 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, Simplicity, 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, and presents the American Century Investments 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 Requirements

• FINRA Series 6 and 63 securities licenses and Securities Industry Essentials (can be obtained after being hired into the role)
• 1+ year of Client Service/Customer Service or Finance/Banking experience
• Strong and proven communication skills
• You must be available to work an 8 hour shift between the hours of 8am - 9pm EST

Required Qualifications

• A college degree is great but not required.

Preferred Qualifications

• Bachelor's degree preferred, or equivalent of experience and education
• FINRA Series 6 and 63 securities licenses and Securities Industry Essentials