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 requires project management skills to coordinate various internal departments and ensure a successful implementation, while also providing expert guidance on functional areas related to ADP's services. The position emphasizes client communication, regulatory compliance, and the management of complex data transfers and conversions.

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 understanding of necessary actions for success.
• Assist client with prior recordkeeper notification and obtaining a liquidation date.
• Provide the client with a blackout notice and explain legal responsibilities for timely notice to plan participants.
• Manage the transfer of plan assets and participant records by communicating with client's current providers and internal ADP departments.
• Establish Payroll Input call to review payroll deductions and compliance coding with the client.
• Work with client, prior recordkeepers, and internal ADP parties on missing information needed for 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.
• Monitor and communicate conversion status regularly with client, sales, and financial advisors.
• Evaluate and recommend solutions to questions or issues surfaced from clients and internal departments regarding implementation.
• Consult with clients on nonstandard issues and deliver ADP Mid Market Prototype Adoption Agreement.
• Review 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 multitasking skills.
• Knowledge of recordkeeping and regulatory concepts and methodologies.

Nice-to-haves

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

Benefits

• $2,000 sign-on bonus
• Opportunities for professional development
• Inclusive and diverse workplace culture