Retirement Services Client Relationship Account Manager

Overview

Develops and maintains positive relationships for our top tier clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support high value clients and the financial advisor community through advanced industry knowledge in order to create the best possible image for Paychex within the Retirement Services industry.

• Identifies and coordinates specific ongoing customized client service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure.
• Develops and maintains knowledge of IRS and ERISA regulations pertaining to the 401(k)/S125 products to provide optimal service and technical guidance regarding plan maintenance and to ensure plan compliance with all regulations. Utilizes this information to review...