Retirement Services Participant Specialist

PAYLOCITY CORPORATION•Town of Pittsford, NY

just now•$39,000 - $55,700•Onsite

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 This role provides direct support to plan participants—employees of Paylocity clients—regarding their retirement accounts. The Participant Services Specialist assists with inquiries related to contributions, vesting schedules, loans, distributions, and account access. This role ensures participants receive accurate and timely information while maintaining compliance with plan rules and regulatory requirements.

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. QKA designation preferred.
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

Familiarity with 401 (k) plan operations and payroll systems. QKA designation preferred.

Responsibilities

Respond to participant inquiries regarding account balances, contributions, loans, and distributions.
Assist participants with questions regarding accessing online portals and understanding plan features.
Coordinate with recordkeeping partners to resolve participant-level issues.
Educate participants on retirement plan basics, including eligibility, vesting, and investment options.
Document interactions and escalate complex issues to Tier 2 support or external partners.
Collaborate with cross-functional teams to resolve participant issues related to system errors, incorrect data, etc.
Protect participant confidentiality and maintain high standards of data integrity.