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Senior 401(k) Participant Service Representative -- Distribution Specialist


Louisville, KY
Job Code:
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Job Details

JobId: 150737
Job Title: Senior 401(k) Participant Service Representative -- Distribution Specialist
Location: Louisville, KY
Category: Client Service
Employment: Full-Time
Open Date: 2018-04-05T06:08:52Z Close Date: 2023-04-04T00:00:00Z


ADP is hiring a Senior 401(k) Participant Service Representative In this position, you'll join a team of rock star professionals who are responsible for ensuring every participant interaction is a best-in-class experience. You'll combine a passion for service and discovering innovative solutions with our top-ranked training programs to help our participants enjoy every drop of value within our products and distribution options they have from their employer's defined contribution plan.

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.


  • Educate plan participants on distribution options available to them when transitioning employers or commencing retirement.
  • Deliver exceptional service to plan participants while adhering to daily schedule and supporting plan participants on inbound calls.
  • Maintain FINRA licensing requirements and continuing education. Need to maintain a high level of knowledge of investing and mutual funds.
  • Maintains in-depth knowledge of all retirement services product lines including alliance partners. Stays current on new and existing 401(k) legislation.
  • Help mentor and train junior associates.
  • In-depth knowledge of the qualified/ non-qualified assets rollover process.
  • Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases.
  • Performs other related duties as assigned.


  • Bachelor's Degree or Equivalent in Education & Experience
  • FINRA Licenses 6 and 63 or Ability to obtain FINRA licenses Series 6 & 63 within 45 days of employment
  • Up to two years of directly related experience

Preference will be given to candidates who have the following:

  • In depth working knowledge in retirement services industry.
  • Financial services background.
  • Demonstrates strong oral/written communication skills. Demonstrates strong listening skills.
  • Ability to learn quickly, function in a fast paced environment, and work on multiple projects simultaneously.
  • Proven relationship-building skills. Strong time-mgmt., organization and problem solving skills.
  • Bilingual (English and Spanish) preferred but not required

Software in the Cloud. Experts on the Ground:
ADP powers the working world with comprehensive solutions that drive business success. Consistently named one of the \"Most Admired Companies\" by FORTUNE® Magazine, and recognized by Forbes® as one of \"The World's Most Innovative Companies,\" ADP has over a half-million clients around the globe and 65 years of experience as one of the largest providers of human capital management solutions world-wide.

At ADP, we believe that diversity fuels innovation. ADP is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, non-job related physical or mental disability, or protected veteran status. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

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