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Title: CRS Support Specialist I

Position Summary:

Focused on providing front-line support to CRS associates who are in need of assistance, as well as providing accountability and follow-up for all needs that require the involvement of other departments. This role is also responsible for helping develop, coordinate, and manage administrative tasks and marketing communications to increase the efficiency of the CRS team.

Essential Duties - Responsibilities:

+ Act as first line support to CRS associates by performing data entry, task management, meeting follow-up, and real team support to resolve incoming questions from the CRS team. Provide status updates on each request.

+ Create and order enrollment kits, presentations, and other marketing collateral.

+ Create and deliver day-to-day marketing campaigns to the legacy book of business.

+ Qualify incoming rollover leads and perform outbound activity to terminated participants.

+ Create and distribution plan review documents, prepare fund change letters, and arrange mailings

Education - Certification Requirements:

+ 1 - 3Years of Directly Related Experience

+ Financial services/business background. Strong presentation skills. Ability to prioritize and set schedule. Strong organization, communication, and time management skills. Bilingual (English and Spanish) and Retirement Services Industry experience preferred.

Bonus points for these: Preferred Qualifications

Retirement Services experience

FINRA Securities Industry Essentials (SIE)

organization skills

email skills

phone skills

YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:

Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.

Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences.

Grow your career in an agile, dynamic environment with plenty of opportunities to progress.

Continuously learn through ongoing training, development, and mentorship opportunities.

**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition (https://www.adp.com/about-adp/awards-and-recognition.aspx) .

**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.