Relationship Manager III

ADP

$90K — $110K *
US-AnywhereRemote in Georgia, US
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8 years of directly related experience
  • Hybrid work model (Remote/Field) requiring frequent client visits
  • Comfortable with 30-40% travel within assigned outside client territory
  • Bachelor's degree preferred in Business, Finance, or Accounting or equivalent experience
  • Knowledge of ERISA regulations and compliance requirements

Responsibilities

  • Act as key contact for client's decision-maker and senior executive
  • Serve as liaison to communicate and monitor service and product issues post-sale
  • Conduct quarterly account reviews and manage service resolution
  • Understand client business issues to identify new service opportunities
  • Facilitate client satisfaction surveys and follow-up on critical responses
  • Promote key ADP initiatives and drive client engagement
  • Act as a Client Advocate resolving issues and ensuring understanding of ADP's commitment to service

Benefits

  • Comprehensive health coverage
  • 401(k) retirement plan with company match
  • Flexible work environment
  • Ongoing professional development opportunities
  • Employee assistance 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

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