Onboarding Specialist ($2,000 SIGN ON BONUS)

ADP - Louisville, KY

Full-time - Entry Level

Louisville, KY

Professional, Scientific, and Technical Services

About the position

The Implementation Onboarding Specialist at ADP is responsible for managing the entire implementation process for clients, serving as the key point of contact from the point of sale through the transition to ongoing client services. This role involves coordinating with various internal departments and external stakeholders to ensure a successful implementation, while also providing expert guidance on regulatory and product-related matters.

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 for 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.
• Consulting with client on non-standard issues and delivering ADP Mid Market Prototype Adoption Agreement.
• Responsible for review of conversion data and records prior to plan being moved to production go-live.

Requirements

• 1-3 years of directly related experience.
• Strong oral and written communication skills.
• Strong influence, prioritization, adaptability and multi-tasking skills.
• Able to apply recordkeeping and regulatory concepts and methodologies.

Nice-to-haves

• Bilingual (English/Spanish) is encouraged.
• Military experience is valued.

Benefits

• $2,000 sign-on bonus for new hires.