Home
/
Customer Service
/
Service Associate - 401(k) Client Service
Service Associate - 401(k) Client Service-January 2024
Rochester
Jan 17, 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
Customer Experience Coordinator
Style is never in short supply at our more than 1,000 TJ Maxx stores. They all have different products, but the same commitment to the thrill of the find. From designers straight off the runway to st
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
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
Client Service Coordinator
Client Service Coordinator needed for Banfield Pet Hospital in Eden Prairie! SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator (CSC) drives the flow of clients and pets through the h
AUXILIAR DE SERVICIO AL CLIENTE CM
Verificar en turno que el Centro Médico se encuentre en óptimas condiciones para prestar el servicio (aseo, fallas en algún servicio etc.) 2. Identificar alertas a través de los dispositivos electrón
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
Client Account Manager, Large Customer Sales (Finance)
Reddit is a community of communities where people can dive into anything through experiences built around their interests, hobbies, and passions. Our mission is to bring community, belonging, and emp
Loan Servicing Representative
About this role: Wells Fargo is seeking a Loan Servicing Representative... In this role, you will:Support Loan Servicing functional area or processesIdentify opportunities to improve various areas wi
Teller Part Time
CO Salary Range: USD 18.00 - 22.84 per hour 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 empl
Customer Service Lead - Draper, UT OR Cypress, CA
If you are located in Draper, UT OR Cypress CA, you will have the flexibility to work from home and the office in this hybrid role as you take on some tough challenges. Optum is a global organization
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved