Retirement Services Client Relationship Account Manager

Retirement Services Client Relationship Account Manager West Henrietta, NY Job Details Full-time $60,000

• $90,000 a year 3 days ago Benefits Paid holidays Health insurance 401(k) Tuition reimbursement Paid time off Adoption assistance 401(k) matching Qualifications Defined contribution retirement plans Managing customer accounts Customer relationship building Regulatory compliance Process improvement Mid-level 3 years Database management Bachelor's degree Managing clients in a finance role Industry knowledge of financial regulations Relationship management Account management Communication skills Pre-sales Stakeholder relationship building

Full Job Description About Us:

Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

Overview:

Develops and maintains positive relationships for our top tier clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support high value clients and the financial advisor community through advanced industry knowledge in order to create the best possible image for Paychex within the Retirement Services industry.

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.

Qualifications:

Bachelor's Degree

• Preferred 3 years of experience in Retirement Services industry . Customer Service
• Preferred Management
• Preferred Communication
• Preferred Sales
• Preferred Relationship Management
• Preferred Customer Relationship Management
• Preferred Behavioral Interviewing
• Preferred Database Management
• Preferred Expectation Management
• Preferred Process Improvement
• Preferred Profitability Management
• Preferred Value Propositions
• Preferred Account Management
• Preferred Finance
• Preferred Human Capital

• Preferred Compensation:

  In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $60,000
• 90,000/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. Live the

Paychex Values:

Act with uncompromising integrity. Provide outstanding service and build trusted relationships. Drive innovation in our products and services and continually improve our processes. Work in partnership and support each other. Be personally accountable and deliver on commitments. Treat each other with respect and dignity. What's in it for you?: We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.

We value your time:

From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.

We value your development:

Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.

We value your perspective:

Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.

We value our communities:

We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

Note:

The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement?: At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit

• either for this position or another opportunity with us.

Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.