ADP · 3 days ago
Advisor Service Representative - Client Service
Salem, NH
Full-time
Onsite
New Grad, Entry Level
0+ years expADP is a comprehensive global provider of cloud-based human capital management solutions. The Advisor Service Representative role focuses on supporting advisor-centric and client-related inquiries, ensuring optimal service delivery, and maintaining effective relationships with clients and advisors.
Bookkeeping and PayrollConsultingHuman ResourcesOutsourcingPaymentsSoftware
Responsibilities
Act as the primary contact retirement plans with an emphasis in advisor services regarding day to day record keeping matters and provides prompt customer service
Proactively communicates regularly with advisor and client to evaluate and ensure delivery of optimal service, satisfaction and retention
Working knowledge of 401k, call center, relationship management or similar experience
Shows knowledge of Testing, how systems relate, resolves general POC questions, understands work flow, above average call handling, payroll feeds, progressing technically, escalates issues appropriately, sends issues to advanced support appropriately
Applies strategies where approprieate to advisors and clients for plan enhancements, additional business and overall retention and discusses these benefits with the advisor and client
Maintain a basic understanding of the types of investments in each retirement plan and be a conduit for advisor and client questions
Proactively discuss products and services, and plan design with advisors and plan sponsors
Assist advisors and sponsors with requests for plan changes and ensure the necessary project plans are followed through to completion
Schedules Education Program for participant education workshops with the plan sponsor
Request employee education workshops and literature
Schedules CGT training for PAs and advisors
Communicate compliance testing results and recommend options to improve results (if necessary)
Monitor plan documents for adherence to applicable rules and regulations
Assist clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation
Proactively initiates conversations related to compliance testing, training and plan design
Actively looks at client criteria for plan reviews, and proactively contacts client to discuss option to increase retention and client loyalty
Meets with internal business partners to coordinate proactive contacts with new clients to initiate seamless transition into service organization
Organizes follow up as necessary on key proactive initiatives to ensure that client expectations are met and deliverables to the client are achieved
Provides feedback to management on results of proactive key initiatives and offers suggestions for further development
Qualification
Required
Experience in a client service environment required
Preferred
Bachelor's Degree
0 to 1 Years of Directly Related Experience
ADP payroll and 401(k) experience is preferred
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