Education Support Specialist II

ADP Louisville , KY 40202

Posted 2 weeks ago

Focused on delivering a smooth onboarding experience for new ADP 401(k) clients and their active employees by providing enrollment and driving 401(k) plan participation. Responsible for providing enrollment support, driving usage into our virtual webcast offerings, and ensuring enrollments prior to 401(k) plan start date.

Essential Duties & Responsibilities:

  • Provide enrollment support to new 401(k) plans.

  • Review client detail and early assessment of client needs with Implementation Manager and Sales Associate.

  • Create and order enrollment kits, presentations, and other marketing collateral.

  • Obtain 401(k) plan enrollments prior to plan start date.

  • Drive usage into virtual educational webcasts through scheduling and/or communication efforts.

  • Increase 401(k) plan participation.

  • Maintain knowledge of all retirement services product lines and stays current on new and existing 401(k) legislation.

Education & Certification

Requirements:
  • 1-3 years of experience working in a client service/customer service environment.

  • Financial services/business background

  • Strong presentation skills.

  • Ability to prioritize and set schedule.

  • Strong organization, communication, and time management skills

  • Ability to travel.

  • Bilingual (English and Spanish) and Retirement Services Industry experience preferred.

  • Retirement Services experience

  • FINRA Securities Industry Essentials (SIE)

We're designing a better way to work, so you can achieve what you're working for. Consistently named one of the 'Most Admired Companies' by FORTUNE Magazine, and recognized by DiversityInc as one of the 'Top 50 Companies for Diversity,' ADP works with more than 740,000 organizations across the globe to help their people work smarter, embrace new challenges, and unleash their talent. "Always Designing for People" means we're creating platforms that will transform how great work gets done, so together we can unlock a world of opportunity.

At ADP, we believe that diversity fuels innovation. ADP is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, or protected veteran status. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.


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Education Support Specialist II

ADP