ADP · 3 weeks ago
Client Service Manager II
Louisville, KY
Full-time
Onsite
Entry Level
1+ years expADP is a comprehensive global provider of cloud-based human capital management solutions. The Client Service Manager II is responsible for developing and maintaining effective relationships with clients, ensuring optimal service delivery and client satisfaction for retirement plan services.
Bookkeeping and PayrollConsultingHuman ResourcesOutsourcingPaymentsSoftware
Responsibilities
Proactively discuss and/or support products and services, and plan design with plan sponsors. Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion
Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate
Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions
Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor
Request employee education workshops and literatureConduct and/or support in-person Annual Plan Reviews for all plans with assets greater than $10m
Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary
Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary
Communicate and/or support compliance testing results and recommend options to improve results (if necessary)
Monitor plan documents for adherence to applicable rules and regulations
Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation
Monitor profitability of clients and recommend appropriate revenue generating products and services
Proactively seek out and/or support additional revenue opportunities such as M-A activity or payroll additions
Provides mentoring - constructive feedback to new associates on a consistent basis
Effectively handles escalated calls
Assists in phone monitoring duties
Proactively assists with critical clients
Coordinates and peer reviews plan changes and acquisitions
Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases
Takes part in disaster recovery testing and provides feedback on system enhancements
Performs other related duties as assigned
Qualification
Required
Up to 1 Year of Directly Related Experience
Bachelor's Degree or its equivalent in education and experience
Preferred
Strong understanding of the 401(k) product and industry. ASPPA QKA, QPA, or CPC credential preferred, but not required
Demonstrated ability to drive results through individual efforts and influencing others, without authority over them
Strategic Thinking - demonstrated ability to assess needs and provide innovative solutions to assist clients in meeting their business objectives through the use of ADP's products and service
Communication-able to interact with all levels in an organization including plan participants, managers and executives. Ability to act as the liaison between clients and ADP Retirement Services
Problem-solving and Collaboration: experience in identifying, solving and executing problem resolution. Must possess strong financial and business acumen and savvy
Understands and is able to explain client pricing and profitability
Responds to internal and external requests for financial, client service, and other reporting requirements
Is able to manage multiple priorities and deliver high-caliber results
Demonstrated ability to lead others through tough situations
Ability to work under pressure with tight time frames
Excellent verbal and written communication skills, including presentation skills
Must possess an executive presence and skills to build strong, working relationships from front-line people to Senior Executives across business units and with clients
Must possess thorough knowledge and appreciation of quality and execution with a focus on a team-based approaching using collaboration
Company
ADP
ADP provides business outsourcing solutions that facilitate businesses in HR, payroll, and administration processes.
10001+ employees
H1B Sponsorship
ADP has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (531)
2024 (386)
2023 (340)
2022 (523)
2021 (342)
2020 (353)
Funding
Current Stage
Public CompanyTotal Funding
$17.1B2025-06-27Post Ipo Debt· $7.05B
2025-05-06Post Ipo Debt· $1B
2024-09-05Post Ipo Debt· $1B
Leadership Team
Carlos Rodriguez
President & Chief Executive Officer
Maria Black
President and CEO
Recent News
Business Wire
2025-12-17
MarketScreener
2025-12-17
2025-12-16
Company data provided by crunchbase