Total Source
The Retirement Services Representative serves as the primary point of contact for employees of ADP Retirement Service's clients, providing exceptional service and proactively driving employee education on retirement and financial planning tools. This role involves educating employees on plan benefits, investment products, and distribution options while assisting with individual account transactions and rollovers. The position requires maintaining a full working knowledge of recordkeeping platforms and CRM systems to troubleshoot issues and support high call volumes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Total Source.
Total Source didn’t post a salary, so this is our estimate from similar listings.
18% above the average for this role
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