On-Site Retirement Plans Account Manager

AptaChem Consulting LLC; City of Rochester (NY); On-site; USD 41,000 - 59,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401(k) match

Job summary

Paylocity in Rochester, NY is seeking a Retirement Services Account Manager to provide Tier 1 support for retirement plan operations, payroll integration, and compliance inquiries. A minimum of 1 year in customer service or client interfacing is required.

The in-office role offers a competitive salary, a full benefits package (medical, dental, vision, life, disability, 401(k) match), and opportunities for career growth within a fast-growing software company.

Qualifications

• Minimum of 1 year of experience in customer service or client interfacing role, preferably in retirement or financial service.
• Proficiency in Microsoft Office.
• Strong interpersonal verbal and written communication skills with the ability to explain processes and instructions clearly.
• Ability to manage a high volume of inbound inquiries while prioritizing tasks effectively.

Responsibilities

• Respond to client inquiries related to retirement plan transactions, payroll feeds, and compliance testing.
• Troubleshoot issues relating to data transmission or payroll connectivity, identifying patterns, and proposing solutions.
• Provide basic guidance and clear answers on plan features, contribution limits, and operational procedures.
• Escalate complex issues to support external partners as needed.
• Maintain accurate documentation of client interactions and resolutions.
• Support annual testing and reporting cycles by coordinating data collection and validation.
• Follow established processes and scripts to ensure consistent, compliant support delivery.

Tools

Microsoft Office

Job description

Paylocity in Rochester, NY is seeking a Retirement Services Account Manager to provide Tier 1 support for retirement plan operations, payroll integration, and compliance inquiries. A minimum of 1 year in customer service or client interfacing is required.

The in-office role offers a competitive salary, a full benefits package (medical, dental, vision, life, disability, 401(k) match), and opportunities for career growth within a fast-growing software company.