Retirement Services Account Manager
About The Position
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview The Retirement Services Account Manager provides Tier 1 support to plan sponsors regarding retirement plan operations. The Account Manager assists with recordkeeping functions, payroll integration, compliance testing, and general plan administration inquiries.
Requirements
- Bachelor’s degree required
- Minimum of 1 year of experience in customer service or client interfacing role, preferably in retirement or financial service
- Familiarity with 401 (k) plan operations and payroll systems.
- Proficiency in Microsoft Office
- Strong interpersonal verbal and written communication skills with the ability to explain processes and instructions clearly.
- Ability to manage a high volume of inbound inquiries while prioritizing tasks effectively.
- Dependability in meeting service-level expectations and turnaround times.
- Strong attention to detail and problem-solving skills.
Nice To Haves
- QKA designation preferred.
Responsibilities
- Respond to client inquiries related to retirement plan transactions, payroll feeds, and compliance testing.
- Troubleshoot issues with payroll integration and data transmission.
- Provide basic guidance and clear answers on plan features, contribution limits, and operational procedures.
- Escalate complex issues to Tier 2 support or external partners as needed.
- Maintain accurate documentation of client interactions and resolutions.
- Support annual testing and reporting cycles by coordinating data collection and validation.
- Follow established processes and scripts to ensure consistent, compliant support delivery.
Benefits
- We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances.
- And if it’s career development you desire, we provide that, too!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
