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Client Service

401k Distribution Specialist - Recordkeeping

Louisville, Kentucky, United States
Tandr Service Mast Alt
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職務内容

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.

ADP について

ADP は、人事、給与、人材、勤怠、税務、福利厚生を統合したクラウド型の人的資本管理(HCM)ソリューションを包括的に提供するグローバル企業です。また、業務アウトソーシングサービス、データ分析、コンプライアンス支援においても業界をリードしています。私たちは、ここで働く一人ひとりが、会社のコアバリューを大切にし、自由にアイデアを出し合い、イノベーションを促し、帰属意識を感じられる…そんな地に足のついた企業文化を育むうえで最も重要な存在だと信じています。私たちの取り組みは、数多くの権威ある団体から評価されています。 ADP の受賞歴と評価について、詳しくはこちらをご覧ください。.

ADP で働く理由

ここに、すべてが揃っています。自分を高め、惜しみなく分かち合い、挑戦し、変化を生み出す場所。実績と信頼を誇るグローバルリーダーと共に、あなたのキャリアを育み、誇りを持って働ける場所。

Inclusion Mast

インクルージョンとダイバーシティ

ADP は、多様な考え方を尊重するインクルーシブな環境こそが素晴らしいアイデアを生み出すと信じています。それがまさに、ADP ならではの企業文化の基礎となっています。

詳しくはこちら
CSR Mast

企業の社会的格差是正支援

地域社会を支えるボランティア活動への参加や、思い入れのある分野への寄付を通じて、ADP は従業員一人ひとりの社会貢献を後押ししています。ADP では、ギフト・マッチング・プログラムを提供しています。社会に対してより大きな変化を生み出す、もう一つの方法です。

詳しくはこちら
NEW Life@ADP Header Photo September 22 2023

Life @ ADP(ADP で働くということ)

職場に「いつも通りの一日」なんて存在しません。毎日が新しい挑戦の連続です。私たちは協働すること、仕事の意義、そして仲間とのつながりを大切にしています。世の中に良い影響をもたらし、ともに未来を創造し、「常に人のためにデザイン(Always Designing for People)」という言葉に本当の意味での「人」を込めています。

詳しくはこちら
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