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Client Service

401k Distribution Specialist - Recordkeeping

Louisville, Kentucky, United States
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Popis

The Client Service & Product Support Specialist is an entry-level operations role within ADP Retirement Services. This position supports the administration of 401(k) retirement plans by processing participant transactions, completing plan maintenance activities, and ensuring accurate recordkeeping.

The ideal candidate is detail-oriented, organized, and eager to learn. Success in this role requires strong problem-solving skills, the ability to manage multiple priorities, and a commitment to quality and accuracy. This position provides excellent exposure to financial services, retirement operations, and cross-functional collaboration while building a foundation for long-term career growth.

Key Responsibilities

  • Process participant and plan-level requests accurately and within service level expectations.
  • Review, research, and resolve casework assigned through the case management system.
  • Complete participant transactions including:
    • Qualified Domestic Relations Orders (QDROs)
    • Death Segregations
    • Termination Distributions
    • In-Service Distributions
    • Loan Processing
    • Hardship Distributions
  • Perform account and plan maintenance updates.
  • Maintain detailed and accurate documentation within internal systems.
  • Identify discrepancies, troubleshoot issues, and escalate when necessary.
  • Collaborate with internal teams to ensure timely resolution of requests.
  • Follow established procedures and controls to minimize operational and financial risk.
  • Adapt to new systems, technologies, and process improvements.
  • Support department goals related to accuracy, productivity, and client service.

Required Qualifications

  • Bachelor's degree or equivalent combination of education and experience.
  • Strong attention to detail and commitment to accuracy.
  • Excellent organizational and time management skills.
  • Strong written and verbal communication skills.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving capabilities.
  • Proficiency with Microsoft Office applications, particularly Excel.
  • Ability to learn and navigate multiple systems and technologies.

Preferred Qualifications

  • Internship or professional experience in operations, financial services, retirement services, customer service, or a related field.
  • Exposure to retirement plans, 401(k) administration, or recordkeeping operations.
  • Experience working with case management systems.
  • Basic knowledge of data analysis tools, SQL, or reporting platforms.
  • Interest in leveraging AI-enabled tools and emerging technologies to improve efficiency.

Knowledge, Skills & Abilities

  • Strong quality focus and risk awareness.
  • Critical thinking and investigative skills.
  • Ability to follow documented procedures while exercising sound judgment.
  • Effective collaboration and relationship-building skills.
  • Comfortable working in a technology-driven environment.
  • Demonstrated learning agility and adaptability.

Why Join This Team?

  • Start a career in financial services and retirement operations.
  • Gain experience supporting multiple business segments and client types.
  • Develop operational, analytical, and technical skills.
  • Work with experienced professionals in a highly collaborative environment.
  • Build a strong foundation for future growth opportunities within ADP

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is USD $18.56 - USD $34.66 / Hour*

*Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.

A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.

O ADP

Jsme komplexním globálním poskytovatelem cloudových řešení řízení lidského kapitálu (HCM), která spojují správu lidských zdrojů, mezd, talentů, času, daní a výhod a lídra v oblasti outsourcingových služeb, analýz a dodržování předpisů. Věříme, že naši lidé mají velký význam při kultivaci kultury, která zahrnuje naše základní hodnoty, vítá myšlenky, podporuje inovace a hodnoty přinášející sounáležitost. Získali jsme uznání za naši práci od mnoha vážených organizací, více se dozvíte na ADP Awards a Recognition.

Proč ADP?

Protože je to pravé místo. Protože je to místo, kde vyzvete sami sebe, velkoryse sdílíte, podstupujete rizika a vytváříte změnu. Kde můžete nechat svou kariéru růst u zavedeného, respektovaného, globálního lídra a mít přitom dobrý pocit.

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Inkluze a diverzita

Ve společnosti ADP věříme, že nejlepší nápady vzkvétají v inkluzivním prostředí, které si cení různých perspektiv. Z toho důvodu je to pro nás základem firemní kultury, kde klademe důraz na jedinečnost.

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Společenská odpovědnost firmy

Ať už se jedná o dobrovolnickou akci na podporu místní komunity, nebo o příspěvek na charitativní organizaci, na které vám záleží, ulehčíme vám pomoc. ADP nabízí program dorovnávání darů. Je to jen jiný způsob, jak zvýraznit dopad našeho společného úsilí.

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Život ve společnosti ADP

Není nic jako další den strávený v kanceláři. Ani zdaleka. Věříme ve spolupráci, význam věcí a přátelství. Ovlivňovat životy, společně utvářet budoucnost a zapojit „lidi“ do programu „Vždy plánovat pro lidi“.

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