ADPLouisville 11405
Full Time

*Provide enrollment support to new 401(k) plans.◦Review client detail and early assessment of client needs with Implementation Manager and Sales Associate.

||none||Education Specialist||ADP|| ||||">

Education Specialist

Full Time ADP Louisville - Bluegrass, 11405 Bluegrass Pkwy, Louisville, KY 40299, United States


Title: CRS Support/Education Specialist I

Position Summary:

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 year of experience working in a client service/customer service environment.
*Customer service background
*Ability to prioritize and set schedule.
*Strong organization, communication, and time management skills

Preferred Qualifications:

 *Retirement Services experience
*FINRA Securities Industry Essentials (SIE)

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to 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, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, 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 to learn more about ADP’s culture and our full set of values.