401k Distribution Specialist - Recordkeeping

The Client Service & Product Support Specialist is an entry-level operations role within ADP Retirement Services. This position supports the administration of 401(k) retirement plans by processing participant transactions, completing plan maintenance activities, and ensuring accurate recordkeeping.

The ideal candidate is detail-oriented, organized, and eager to learn. Success in this role requires strong problem-solving skills, the ability to manage multiple priorities, and a commitment to quality and accuracy. This position provides excellent exposure to financial services, retirement operations, and cross-functional collaboration while building a foundation for long-term career growth.

Key Responsibilities

• Process participant and plan-level requests accurately and within service level expectations.
• Review, research, and resolve casework assigned through the case management system.
• Complete participant transactions including:
• Qualified Domestic Relations Orders (QDROs)
• Death Segregations
• Termination Distributions
• In-Service Distributions
• Loan Processing
• Hardship Distributions
• Perform account and plan maintenance updates.
• Maintain detailed and accurate documentation within internal systems.
• Identify discrepancies, troubleshoot issues, and escalate when necessary.
• Collaborate with internal teams to ensure timely resolution of requests.
• Follow established procedures and controls to minimize operational and financial risk.
• Adapt to new systems, technologies, and process improvements.
• Support department goals related to accuracy, productivity, and client service.

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving capabilities.
• Proficiency with Microsoft Office applications, particularly Excel.
• Ability to learn and navigate multiple systems and technologies.

Preferred Qualifications

• Internship or professional experience in operations, financial services, retirement services, customer service, or a related field.
• Exposure to retirement plans, 401(k) administration, or recordkeeping operations.
• Experience working with case management systems.
• Basic knowledge of data analysis tools, SQL, or reporting platforms.
• Interest in leveraging AI-enabled tools and emerging technologies to improve efficiency.

Knowledge, Skills & Abilities

• Strong quality focus and risk awareness.
• Critical thinking and investigative skills.
• Ability to follow documented procedures while exercising sound judgment.
• Effective collaboration and relationship-building skills.
• Comfortable working in a technology-driven environment.
• Demonstrated learning agility and adaptability.

Why Join This Team?

• Start a career in financial services and retirement operations.
• Gain experience supporting multiple business segments and client types.
• Develop operational, analytical, and technical skills.
• Work with experienced professionals in a highly collaborative environment.
• Build a strong foundation for future growth opportunities within ADP