ADP - Louisville, KY

posted 3 months ago

Full-time - Entry Level
Louisville, KY
Professional, Scientific, and Technical Services

About the position

ADP is hiring an Implementation Project Manager I/Implementation Specialist. In this position, you will be the key client owner and single point of contact responsible for the project management of the entire implementation and/or merger and acquisition, from the point of sale through the transition to ongoing Client Services. At ADP, we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn, and grow, we support you all the way. If success motivates you, you belong at ADP. We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility. As an Implementation Specialist, you will project manage the work of several internal departments, clients, financial advisors, and the client's prior recordkeeper to ensure a successful implementation. You will be the subject matter expert for all functional areas through ADP for the conversion. Your responsibilities will include performing welcome calls to explain the implementation process to clients, ensuring they understand the actions they need to take for a successful implementation, and identifying other team members who will interact directly with the client. You will assist clients with prior recordkeeper notifications and obtaining a liquidation date, provide blackout notices, and explain the legal responsibilities for providing the notice to their plan participants in a timely manner. You will manage the transfer of plan assets and participant records by communicating directly with the client's current providers and internal ADP departments. Establishing Payroll Input calls to review with clients how to enter payroll deductions and compliance coding will also be part of your role. You will work with clients, prior recordkeepers, and internal ADP parties on missing information needed to complete the conversion to ADP Retirement Services. Additionally, you will be responsible for the preparation and distribution of all applicable client conversion communication and documentation based on department standards, ensuring a seamless transition to Client Services. Failure to properly execute could cause significant financial impact to ADP and/or the client. As the Key Client Account Manager, you will be the key client contact during implementation from the point of sale through the transition to Client Services. You will monitor and communicate conversion status regularly with clients, sales, and financial advisors. Drawing from your 401(k) experience, product, and legislative knowledge, you will evaluate, assess, and recommend solutions to questions or issues surfaced from clients and internal departments regarding the implementation. Consulting with clients on non-standard issues will also be part of your responsibilities. You will deliver the ADP Mid Market Prototype Adoption Agreement and review elections with clients from both a regulatory and ADP Retirement Services administration perspective to ensure plan setup meets client expectations and conforms to the prototype's product specifications and system constraints. You will work with clients and internal ADP groups on exception-related processes requested by clients, which may include adding investments with restrictions, transfer in-kind, setup of brokerage accounts, special blackout notifications, and special processes needed to be supported by Client Services and Operations. You will also be responsible for reviewing conversion data and records prior to the plan being moved to production go-live, communicating with clients for appropriate conversion data approvals, and participating in team projects to research issues and share findings with other team members. This role is crucial in ensuring that ADP's clients have a smooth transition and successful implementation of their services, and it requires a proactive approach to problem-solving and communication.

Responsibilities

  • Project manages work of several internal departments, client, financial advisors and client's prior recordkeeper to ensure a successful implementation.
  • Perform welcome call and explain the implementation process to the client, ensuring the client understands actions they need to take in order to ensure a successful implementation.
  • Assist client with prior recordkeeper notification and obtaining a liquidation date.
  • Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to their plan participants in a timely manner.
  • Manage the transfer of plan assets and participant records by communicating directly with client's current providers and internal ADP departments.
  • Establish Payroll Input call to review with client how to enter payroll deductions and compliance coding.
  • Work with client, prior recordkeepers and internal ADP parties on missing information needed to complete conversion to ADP Retirement Services.
  • Responsible for preparation and distribution of all applicable client conversion communication.
  • Responsible for documentation based on department standards and coordination of seamless transition to Client Services.
  • Monitors and communicates conversion status on a regular basis with client, sales and financial advisors.
  • Evaluates, assesses and recommends solutions to questions/issues surfaced from client and internal departments regarding the implementation.
  • Delivers ADP Mid Market Prototype Adoption Agreement and reviews elections with client from both a regulatory and ADP Retirement Services administration perspective.
  • Works with the client and internal ADP groups on exception related processes requested by clients.
  • Responsible for review of conversion data and records prior to plan being moved to production go-live.
  • Communicates with client for appropriate conversion data approvals.

Requirements

  • 1-3 Years of directly related experience.
  • A college degree is great but not required; having the skills to do the job is more important.
  • Experience noted above, OR Military Experience.

Nice-to-haves

  • Strong oral and written communication skills.
  • Strong influence, prioritization, adaptability and multi-tasking skills.
  • Able to apply recordkeeping and regulatory concepts and methodologies.
  • Bilingual (English/Spanish) is encouraged.

Benefits

  • Competitive salary and overtime pay for non-exempt/hourly position.
  • Opportunities for professional development and growth within the company.
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