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Client Service

401k Distribution Specialist - Recordkeeping

Louisville, Kentucky, United States
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Beschreibung

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.

Über ADP

Wir sind ein umfassender globaler Anbieter von Cloud-basierten Lösungen für das Human Capital Management (HCM), die HR-, Gehalts-, Talent-, Zeit-, Steuer- und Leistungsverwaltung vereinen und ein führender Anbieter von Outsourcing-Services, Analysen und Compliance-Know-how für Unternehmen. Wir glauben, dass unser Volk den entscheidenden Unterschied macht, wenn es darum geht, eine bodenständige Kultur zu pflegen, die unsere Grundwerte annimmt, Ideen begrüßt, Innovationen fördert und Werte zusammenführt. Wir wurden von vielen angesehenen Organisationen für unsere Arbeit ausgezeichnet, erfahren Sie mehr bei den ADP Awards and Recognition.

Warum ADP?

Because this is the place. The place where you come to challenge yourself, share generously, take risks, and create change. Where you can grow your career with an established, respected, global leader, and feel really good about it.

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Soziale Verantwortung des Unternehmens

Geht es um eine gemeinnützige Veranstaltung Ihrer regionalen Gemeinde oder die Unterstützung einer karitativen Organisation, die Ihnen am Herzen liegt, wir erleichtern es Ihnen, Ihren Beitrag zu leisten. ADP bietet sogar ein Programm zur Anpassung von Zuwendungen. Eine weitere Möglichkeit, gemeinsam noch mehr zu bewirken.

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