Relationship Manager III

ADP

$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years of relevant experience
  • Hybrid work model (Remote/Field) with travel
  • Must reside in designated states
  • Willing to travel 30-40% for client visits
  • Bachelor's Degree in Business, Finance or Accounting preferred
  • Knowledge of ERISA regulations and compliance
  • Experience managing executive-level client relationships

Responsibilities

  • Serve as key contact for client decision-makers
  • Act as liaison across ADP to ensure total client satisfaction
  • Conduct quarterly account reviews and resolve service issues
  • Understand client's HR, Payroll, and outsourcing needs
  • Monitor and follow-up on client satisfaction surveys
  • Promote key ADP initiatives to clients
  • Advocate for clients to ensure service excellence

Benefits

  • Collaborative work environment supportive of hybrid models
  • Exposure to top-tier clients and industry leaders
  • Opportunity for significant travel to build relationships
  • Access to ongoing training and development resources
  • Engagement in strategic initiatives involving major agency partnerships
Full Job Description
ADP is hiring a Relationship Manager - III. The Relationship Manger is responsible for developing and maintaining effective ADP relationships with our top tier clients. As the liaison with the Client and as a key client advocate, the Relationship Manager is primarily responsible for the client's overall satisfaction. The Relationship Manager positions him or herself within the senior levels of the organization. However, the Relationship Manager may also interact with the client's middle management and department staff when necessary. Understanding the client's short and long-term goals relative to their retirement plan, the Relationship Manager serves as a facilitator of services across the Retirement Services organization and may be asked to assist ADP Sales in new opportunities. This position will involve extensive frequent domestic travel to meet with their book of clients. Requires travel, can be significant.

RESPONSIBILITIES:
  • Key ADP contact for the client's decision maker and/or the senior executive responsible for the ADP relationship
  • Key liaison with all ADP entities to proactively communicate and monitor service and product issues after the client is sold. Focus is on total client satisfaction
  • Execute quarterly comprehensive account reviews with clients. Effectively communicate and oversee the resolution of resulting critical service issues with all ADP entities as well as to communicate areas of satisfaction or perceived improvement.
  • Understand client's business issues, HR, Payroll and outsourcing strategies. Identifies new service and/or product opportunities.
  • Proactively positions client satisfaction surveys. Follows-up on critical surveys.
  • Communicates and promotes key ADP initiatives, i.e..: MOTM, User Group Meetings, Product Announcements/Enhancements.
  • Positioned as the Client Advocate within ADP -- cuts through the red tape to resolve issues. Ensures clients understand ADP's position on World Class Service. Recognizes service as the key strategic differentiator in our marketplace.
  • Participate in pre-sale presentations and employee education campaigns.
  • Maintains comprehensive and timely records on service activities. Adheres to standard ADP tools and processes for recording and responding to service activities.
  • Performs other related duties as assigned.

QUALIFICATIONS REQUIRED:
  • 5-8 Years of directly related experience
  • This position follows a hybrid work model (Remote/Field), requiring frequent client visits and the ability to travel for onsite team meetings and other business-related activities as needed.
  • Candidates must reside in one of the listed States/locations and comfortable with 30-40% travel, as this role requires regular travel within an assigned external client territory and book of business.


PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:
  • Bachelor's Degree preferred in Business, Finance or Accounting or the Equivalent in Education - Experience
  • Demonstrated knowledge of and experience with Employee Retirement Income Security Act (ERISA) regulations and compliance requirements.
  • Comprehensive understanding of competitive advantages and disadvantages of ADP Retirement Products.
  • Experience in managing executive level relationships / partnerships with clients and third parties
  • Extensive understanding of Defined Contribution record keeping and plan administration
  • Familiarity with mutual funds and basic investment management principles

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