Implementation Specialist

• →Project manages work of several internal departments, client, financial advisors and client's prior recordkeeper to ensure a successful implementation and is the subject matter expert for all functional areas through ADP for the conversion.
• →Perform welcome call and explain the implementation process to the client, ensuring the client understands actions they need to take in order to ensure a successful implementation, and identify/introduce other team members who will interact directly with the client.
• →Assist client with prior recordkeeper notification and obtaining a liquidation date.
• →Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to their plan participants in a timely manner.
• →Manage the transfer of plan assets and participant records by communicating directly with client's current providers and internal ADP departments.
• →Establish Payroll Input call to review with client how to enter payroll deductions and compliance coding.
• →Work with client, prior recordkeepers and internal ADP parties on missing information needed to complete 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.
• →Failure to properly execute could cause significant financial impact to ADP and/or the client.

• Key client contact during implementation from point of sale through the transition to Client Services.
• Monitors and communicates conversion status on a regular basis with client, sales and financial advisors.
• Drawing from 401(k) experience, product and legislative knowledge evaluates, assesses and recommends solutions to question / issues surfaced from client, and internal departments regarding the implementation.
• Consulting with client on non-standard issues.
• Delivers ADP Mid Market Prototype Adoption Agreement and reviews elections with client form both a regulatory and ADP Retirement Services administration perspective to ensure plan setup meets client expectations and confirms to the prototype's product specifications and system constraints.
• Work with the client and internal ADP groups on exception related processes requested by clients. This may include adding investment with restrictions, transfer in-kind, setup of brokerage accounts, special blackout notifications, special processes needed to be supported by Client Services and Operations, etc.
• Responsible for review of conversion data and records prior to plan being moved to production go-live. Communicates with client for appropriate conversion data approvals.
• Complexities may include review and communication of service calculations, combination of multiple loans into small number of loans, mapping of investment elections and deferral percents, etc.
• Participate on team projects
• Research issues and share findings with other team members
• Performs other related duties as assigned.

• Bachelor's Degree or Equivalent in Education & Experience
• 1-3 Years of directly related experience

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

• Strong oral and written communication skills
• Strong influence, prioritization, adaptability and multi-tasking skills
• Able to apply recordkeeping and regulatory concepts and methodologies
• This is a non-exempt/hourly position, so willingness to work overtime on occasion is preferable

Please check your email for an invitation to schedule a phone or video screening if you are selected for further consideration.
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