Team Lead - SIMPLE IRA

Position Description

ADP is hiring a Retirement Services Implementation Team Lead. In this position, you will provide leadership support to the SIMPLE/SEP Sales Support & Service team. Manage team KPIs surrounding inbound calls, Service Requests (open cases), client escalations, and resolutions to support the Sales Support & Service team and our sales partners. Mentor, develop, and train associates and provide performance feedback to the leadership team.

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.

RESPONSIBILITIES:

• Assists in the administrative management of associates, including but not limited to recruiting, interviewing, new hire orientation, training, mentoring, coaching, and performance management.
• Facilities talent development for associates, including assistance with establishing and overseeing individual development plans (IDPs).
• Leads and conducts weekly check in calls with associates.
• Participates in talent reviews.
• Provides program-level support and fosters collaboration with sales partners.
• Handles client escalations and works closely with business partners and clients to remediate or prevent future escalations.
• Drives project planning and resource assignment activities.
• Proactively seeks opportunities for organizational improvement and drives the improvement effort.
• Negotiates timelines, participates in forecasting, assigning workloads, and reviewing/approving exceptions.
• Supports team engagement through the facilitation of events and activities.
• Effectively handles escalations, works closely with critical clients, and reports back to management on progress
• Coordinates and works on project assignments ensuring the proper follow-through occurs; keeps management aware of key initiatives
• Facilitates team meetings and assists with topics covered.
• Performs other related duties as assigned.

Preferred Qualifications

EXPERIENCE:

• 3-5 years of directly related experience, in Retirement Service, Implementation, or as a Team Leader.

Preference will be given to candidates who have the following:

• Uses effective communication skills to consult with clients and internal partners.
• Communicates with clients and employees at all levels professionally and effectively.
• Gathers information necessary to make decisions and implement actions.
• Anticipates, identifies, eliminates, and resolves problems promptly.
• Partners with fellow associates, supervisors, and departments; contribute and exchanges knowledge and skills to meet group needs and goals; participates in resolving issues
• Demonstrates a strong focus on customer service.

- Candidate must be FINRA licensed or able to become licensed.