Employer: Paychex
Overview
Under a moderate level of guidance and direction, provides customer service for 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.
Candidates with 1-4 years of 401(k) or retirement experience will be considered for in-office role in Phoenix, Rochester, or St. Petersburg. Remote candidates must have 5 years of retirement or 401(k) experience.
Responsibilities
- Handles inbound calls from Paychex 401(k) clients (employer representatives and administrators)
- Supports other queues, as needed, including inbound calls from active and terminated employees of Paychex clients
- Follows up on escalated items and projects to completion for the 401(k) Field Support & Key Partner Service team
- Develops and maintains an intermediate working knowledge of 401(k) industry policies and procedures
- Develops knowledge of one or more Paychex products
- Identifies opportunities for process improvement and works with leaders to implement
- Demonstrates intermediate skill level with systems and software such as HRIS, Salesforce, Flex, Core Advanced, and ORS
Qualifications
- Retirement or 401(k) experience required
- 1-4 years for in-office roles
- 5 years for remote roles
- Strong customer service skills
- Ability to be agile, proactive and attentive to details in a fast paced environment
- Strong computer skills and the ability to navigate multiple screen