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Simple IRA Specialist - (FINRA LICENSE REQUIRED)

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ADP

Feb 13, 2025

Applications are closed

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Consulting
  • Dallas

Requirements

  • At least 2 years of previous experience
  • High School diploma
  • Strong client relationship and interpersonal skills
  • Ability to troubleshoot and resolve customer complaints using pre-defined solutions
  • Demonstrated ability to learn and apply basic concepts in new situations
  • Organizational skills including the ability to multi-task, set priorities, and follow up in a timely manner
  • Ability to collaborate and work in a team environment as well as work independently and make sound decisions
  • Bachelor's degree

Responsibilities

  • Serve as a subject matter expert in handling routine client requests for ADP clients
  • Resolve routine customer concerns with pre-defined solutions
  • Answer non-technical questions regarding ADP products
  • Provide consultation and help answer non-technical questions supporting less-experienced specialists on the team
  • Learn and navigate ADP systems in order to respond to issues

FAQs

What is the job title for this position?

The job title is Simple IRA Specialist.

Is a FINRA license required for this role?

Yes, a FINRA license is required for this position.

What kind of experience is required for this role?

At least 2 years of previous experience is required.

What educational qualifications do I need for this job?

A High School diploma is required; a Bachelor's degree is preferred.

What are the main responsibilities of a Simple IRA Specialist?

The main responsibilities include serving as a subject matter expert for client requests, resolving customer concerns, answering non-technical questions about ADP products, and providing consultation to less-experienced specialists.

Are there specific skills that are preferred for candidates?

Yes, preferred skills include strong client relationship and interpersonal skills, organizational skills, troubleshooting abilities, and the ability to work both independently and as part of a team.

What does ADP prioritize in its customer service interactions?

ADP prioritizes insightful expertise, integrity, service excellence, innovation, individual contribution, results-driven actions, and social responsibility.

What type of company culture does ADP promote?

ADP promotes a culture that embraces core values, welcomes ideas, encourages innovation, and values belonging and diversity.

Does ADP provide equal employment opportunities?

Yes, ADP is committed to an inclusive, diverse, and equitable workplace and provides equal employment opportunities regardless of any protected characteristic.

How does ADP ensure ethical business practices?

ADP has a long history of conducting business with high ethical standards and expects its employees to uphold values with integrity and respect in the workplace.

Always designing for people.

Human Resources
Industry
10,001+
Employees

Mission & Purpose

ADP is a company that specialises in providing human resources, payroll, and workforce management solutions. With a focus on streamlining HR processes, ADP offers a range of services to help businesses manage their employees efficiently, from payroll processing to talent management. The company's ultimate goal is to empower organisations by simplifying complex administrative tasks related to human capital, allowing them to focus on strategic initiatives and business growth. ADP's purpose is to be a reliable partner for businesses, offering innovative solutions that contribute to the effectiveness and success of their human resources and workforce management functions.

Benefits

  • Medical

  • Life Insurance

  • Commuter Savings

  • Dental

  • ADP Federal Credit Union

  • Vision

  • Matched 401k

  • Home & Auto Insurance Programs

  • Employee Stock Purchase Plan

  • Holidays, Personal Days, Vacation

  • PAID Volunteer Time Off

  • Wellness Offerings