Job description
Overview:
Acts as the primary contact for Strategic Accounts 401(k) clients regarding all retirement products. Responsibilities:
Compensation: In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $51,500 - $75,000 annually. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.
**401(k) Experience Required**
Acts as the primary contact for Strategic Accounts 401(k) clients regarding all retirement products.
- Acts as the primary contact for Strategic Accounts 401(k) clients regarding all retirement products to ensure consistent quality service. Proactively communicates with client on a quarterly basis regarding status, questions, and time lines.
- Partners with operational groups to maintain clients' plans.
- Prepares and reviews client forms prior to delivery to ensure accuracy of product produced.
- Provides training to explain reports and product features.
- Develops and maintains knowledge of account structures, services, and specific processes for assigned clients.
- Reviews plan designs to ensure client satisfaction.
- Establishes and maintains partnerships with Sales and other internal partners to ensure client needs are met.
- Communicates with outside parties, including CPAs, Financial Advisors, Attorneys, Auditors, and third-party vendors.
- Develops and maintains knowledge of IRS and ERISA regulations to provide optimal service and technical guidance regarding plan maintenance and to ensure plan compliance with all regulations.
- Identifies and coordinates customized client service needs, including plan design and documentation exceptions.
- Conducts client visits to maintain and strengthen relationships.
- Conducts web seminar meetings with clients and their employees to encourage maximum employee 401(k) plan participation.
- Acts as a point of contact for Financial Advisors.
- Bachelor's Degree - Preferred
- 3 years of experience in Retirement Services.
- Demonstrates problem solving skills.
- Demonstrates written communication skills.
- Strong verbal communication and listening skills.
- Demonstrates customer service skills.
- Effective interpersonal skills.
- Articulate and responsive to colleagues.
- Ability to build strong customer relationships.
- Ability to simultaneously handle multiple priorities.
- Assumes personal responsibility for actions.
- Demonstrates excellent judgment and decision making skills.
- Ability to work within tight timeframes and meet strict deadlines.
- QKA or higher - Preferred
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