1+ months

Relationship Manager III, 401k

Dallas, TX 75201

ADP is hiring a Relationship Manager - III. The Relationship Manger is responsible for developing and maintaining effective ADP relationships with our top tier clients. As the liaison with the Client and as a key client advocate, the Relationship Manager is primarily responsible for the client's overall satisfaction. The Relationship Manager positions him or herself within the senior levels of the organization. However, the Relationship Manager may also interact with the client's middle management and department staff when necessary. Understanding the client's short and long-term goals relative to their retirement plan, the Relationship Manager serves as a facilitator of services across the Retirement Services organization and will be asked to assist ADP Sales in winning new clients. This position will involve fairly extensive domestic travel to meet with their book of clients. Special note -- currently most of the client travel is suspended while ADP adapts to the changing conditions of the pandemic and focuses on associate safety. Meetings are being conducted virtually while we map out a plan and schedule to travel once again to our client sites.

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.


  • Key ADP contact for the client's decision maker(s) and/or the senior executive responsible for the ADP relationship
  • Key ADP contact for the client's advisor (if applicable)
  • Key liaison with all ADP entities to proactively communicate and monitor service and product issues after the client is sold.
  • Focus in on total client satisfaction and retention as a number one priority.
  • Execute quarterly comprehensive account reviews with clients. Effectively communicate and oversee the resolution of resulting critical service issues with all ADP entities as well as to communicate areas of satisfaction or perceived improvement.
  • Understand client's business issues, HR, Payroll and outsourcing strategies. Identifies new service and/or product opportunities.
  • Proactively positions client satisfaction surveys. Follows-up on critical surveys.
  • Communicates and promotes key ADP initiatives, i.e.: User Group Meetings, Product Announcements/Enhancements.
  • Positioned as the "Client Advocate" within ADP -- cuts through the "red tape" to resolve issues.
  • Ensures clients understand ADP's position on World Class Service.
  • Recognizes service as one of the key strategic differentiator in our marketplace.
  • Participate in pre-sale presentations and employee education campaigns.
  • Maintains comprehensive and timely records on service activities. Adheres to standard ADP tools and processes for recording and responding to service activities.
  • Performs other related duties as assigned.
  • NOTE: This position will be a work from home position; the selected individual should reside in Texas, Oklahoma or Kansas


  • 3+ Years of Directly Related Retirement Services Experience
  • Bachelor's Degree or its equivalent in education and experience with a Major Area of Concentration in Business, Finance or Accounting.
  • Ability to travel to client sites up to 40%

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

  • Series 6 and 63 licenses or Series 7 license are highly preferred
  • Comprehensive understanding of competitive advantages and disadvantages of ADP Retirement Products.
  • Experience in managing executive level relationships / partnerships with clients and third parties
  • Extensive understanding of Defined Contribution recordkeeping and plan administration
  • Familiarity with mutual funds and basic investment management principles

Explore our COVID-19 page https://jobs.adp.com/covid19/ to understand how ADP is approaching safety, travel, the hiring interview process, and more.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to 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, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, 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 ADPs culture and our full set of values.



  • Other
Posted: 2021-05-06 Expires: 2021-07-18
Sponsored by:
ADP Logo

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Relationship Manager III, 401k

Dallas, TX 75201

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast