The Retirement Services Account Manager provides Tier 1 support to plan sponsors regarding retirement plan operations. The Account Manager assists with recordkeeping functions, payroll integration, compliance testing, and general plan administration inquiries.
Key Skills for This Role
Microsoft Office
Full Job Posting
Position Overview
The Retirement Services Account Manager provides Tier 1 support to plan sponsors regarding retirement plan operations. The Account Manager assists with recordkeeping functions, payroll integration, compliance testing, and general plan administration inquiries.
Primary Responsibilities
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
Education and Experience
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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.
Dependability in meeting service-level expectations and turnaround times.
Strong attention to detail and problem-solving skills.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com . This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
The pay range for this position is $ 41,000 - $ 58,500/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers .
At Paylocity, “We” is what makes us different. We are committed to fostering a culture that honors diverse opinions, perspectives, and backgrounds, knowing that each makes us stronger and collectively unbeatable together. We actively cultivate these differences as we engage each other in driving innovation in the software and services we provide our customers. Paylocity is an equal opportunity employer. If you are an individual with a disability and you need assistance or a reasonable accommodation during the application process, please contact our services team at +1 (844) 404-7427.
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About Paylocity
Software & SaaS7046 employeesFounded 1997
Cloud-based payroll and human capital management software provider.
