Relationship Manager III

ADP

$88K — $105K *
Salem, NH 03079In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years of relevant experience in relationship management or related fields.
  • Ability to work remotely with a hybrid model requiring frequent client visits.
  • Residence in specified states with readiness for 30-40% travel.
  • Bachelor's degree in Business, Finance, Accounting or equivalent experience preferred.
  • Knowledge of ERISA regulations and compliance is an asset.
  • Experience in managing executive relationships with clients or third parties.
  • Understanding of Defined Contribution plans and investment principles.

Responsibilities

  • Act as the main contact for senior executives regarding ADP services.
  • Serve as a liaison to facilitate communication and resolve product issues proactively.
  • Perform quarterly account reviews, oversee service issue resolutions, and communicate client satisfaction.
  • Identify client business challenges and suggest ADP service or product opportunities.
  • Conduct client satisfaction surveys and follow up on their results for improvements.
  • Promote key ADP initiatives and ensure client awareness of enhancements and meetings.
  • Advocate for clients internally, navigating issues to ensure satisfaction and service excellence.

Benefits

  • Hybrid work model combining remote and field responsibilities.
  • Opportunity for significant client interaction through travel.
  • Engagement with high-level executive relationships.
  • Involvement in a dynamic, client-focused environment at ADP.
  • Access to ADP training and professional development programs.
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

Similar Jobs

More Jobs at ADP

More Finance & Insurance Jobs

Find similar Relationship Manager III jobs: