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Paychex · 7 hours ago

Retirement Services Client Relationship Account Manager

West Henrietta, NY

Contract

Onsite

Mid Level

$60K/yr - $90K/yr

3+ years exp

Paychex is a leader in simplifying HR, payroll, and benefits for American businesses. The Retirement Services Client Relationship Account Manager develops and maintains positive relationships with top-tier clients, providing support through advanced industry knowledge and ensuring compliance with regulations.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

Responsibilities

Identifies and coordinates specific ongoing customized client service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure

Develops and maintains knowledge of IRS and ERISA regulations pertaining to the 401(k)/S125 products to provide optimal service and technical guidance regarding plan maintenance and to ensure plan compliance with all regulations. Utilizes this information to review plans in book of business on an annual basis, at minimum, with client and their Advisors

Conducts client visits for current clients both for clients experiencing difficulties, or upon client request to maintain/strengthen client relationships

Conducts web seminar meetings with clients and their employees to encourage maximum employee 401(k) plan participation for assigned clients

Communicates with outside parties, including CPAs, attorneys, auditors, and third party vendors, to assist with client plan management and to resolve audits and compliance matters in a timely manner

Maintains a partnership with Sales to assist in the creation of a needs analysis, presale document review, and setting of client expectations as at all points of a clients' lifecycle with Paychex

Acts as the primary contact (Conversion Coordinator) for the client and all interested parties during conversion/setup process. Develops, documents, delivers, and discusses plan and schedule with each client to ensure accurate conversion/setup

Establishes and manages communications regarding Financial Advisors books of business, to include metrics, book of business performance, participation, etc. Also acts as a point of contact for advisors and is responsible for maintaining a positive relationship with these essential business partners