Relationship Manager III

ADP

$88K — $105K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years of relevant experience in client relationship management
  • Hybrid work model requires remote and field capabilities
  • Must be comfortable with 30-40% travel within assigned territory
  • Bachelor's degree in Business, Finance, Accounting, or equivalent experience preferred
  • Knowledge of ERISA regulations and compliance is a plus

Responsibilities

  • Serve as the primary contact for client decision-makers and senior executives
  • Act as a liaison with all ADP departments to enhance service communications after sales
  • Conduct quarterly account reviews and manage resolution of critical service issues
  • Analyze client's business and HR strategies to identify service opportunities
  • Manage client satisfaction surveys and appropriate follow-ups
  • Promote key ADP initiatives and ensure clients are updated on product enhancements
  • Advocate for clients within ADP to resolve issues efficiently

Benefits

  • Comprehensive training and onboarding programs
  • Opportunities for career advancement within ADP
  • Flexible work arrangements to promote work-life balance
  • Access to a variety of employee resources and support programs
  • Engagement in diverse and inclusive company culture
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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