Home
/
Customer Service
/
Service Associate - 401(k) Client Service
Service Associate - 401(k) Client Service-January 2024
Rochester
Jan 18, 2026
About Service Associate - 401(k) Client Service

  Overview

  Under a significant level of guidance and direction, provides customer service for Paychex 401(k) products in the Retirement Client Service Center. Uses prescribed guidelines to ensure good customer relations are maintained, participant & client claims & complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures.

  Responsibilities

  Provides general education on retirement products, Paychex policies & procedures, or IRS guidelines & regulationsHandles inbound calls from 401(k) plan participantsHandles inbound calls from clients for plan administration needsProvides support, as needed, through other channels such as email or outbound callEscalates tasks or documentation to other teams within the Retirement Services departmentDevelops and maintains a basic working knowledge of Paychex retirement products including but not limited to 401(k)Uses systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORSDocuments all interactions, performs data entry, maintains strong prioritization and organization

  Qualifications

  REQUIRED

  Client or customer service experience in a role performing account research - 1 yearClient or customer service experience in a role educating customer on policies and procedures - 1 yearData entry or case documentation - 1 yearComfort learning new technology & multi-tasking on several systems at once

  PREFERRED

  Contact center, call center, or high-volume inbound phone workKnowledge of 401(k) or similar retirement productsFor bilingual roles: fluent in English and Spanish

  Compensation

  In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $16.00 - $20.81 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.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Patient Account Representative
Job Description Assists in monitoring the activities and performance of physician practices to ensure that billing related functions are performed in an efficient manner consistent with department po
Healthcare Scheduler Oncology
Primary City/State: Gilbert, Arizona Department Name: Banner Staffing Services-AZ Work Shift: Day Job Category: Marketing and Communications Find your path in health care. When you join Banner Staffi
Customer Service Associate
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Cust
Securities Operations Representative
About this role: Wells Fargo is seeking a Securities Operations Representative... In this role, you will:Perform various operational tasks on complex securities that require general knowledge of unit
Teller Part Time
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance
Regional Banker/Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Associate Technical Support Engineer
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Sal
Teller
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work
Enterprise Account Executive (GRC) - Based in Hong Kong
Company Description At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else ca
Pharmacy Customer Service Associate
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.In ac
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved