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Financial Advisor Support Specialist
Financial Advisor Support Specialist-March 2024
Rochester
Mar 22, 2025
About Financial Advisor Support Specialist

  Overview

  Under a moderate level of guidance and direction, provides customer service for one or more Paychex products. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively and in accordance with Paychex policies and procedures. Builds knowledge of the organization, processes, and customers.

  Responsibilities

  Delivers quality service to Paychex clients via phone, email, chat, and other avenuesFollows up on outstanding items to issue completion in compliance with established Service Level AgreementsDevelops and maintains an intermediate working knowledge of one or more Paychex products, as well as industry policies and proceduresIdentifies opportunities for process improvement and works with leaders to implementDemonstrates intermediate skill level with systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORSDocuments all interactionsServes as a mentor for less experienced teammatesPerforms data input, maintaining strong prioritization and organization

  Qualifications

  Retirement Services, Financial Advising, Banking, or comparable experienceExperience handling inbound phone calls

  Compensation

  In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $17.85 - $28.01 hourly. 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.

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