Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential. Overview Acts as the primary contact for Service Accounts 401(k) clients regarding all retirement products. Assists clients with investment-related questions. Responsibilities Acts as the primary contact for Strategic Accounts 401(k) clients regarding all retirement products to ensure consistent, quality service. Prepares and reviews forms, including the IRS Form 5500, for accuracy. Provides client training on reports and product features. Develops and maintains knowledge of account structures, services, and client processes. Reviews plan designs. Establishes and maintains partnerships with internal teams to ensure client needs are met. Communicates with CPAs, Financial Advisors, attorneys, auditors, and third-party vendors. Develops and maintains knowledge of IRS and ERISA regulations and ensures plan compliance. Identifies and implements plan design enhancements and plan document exceptions. Conducts client visits to maintain and strengthen relationships. Conducts web seminars with clients and clients’ employees to encourage plan participation. Assists clients and non-licensed team members with investment-related questions. Qualifications Bachelor’s Degree - Required 3 years of experience in Retirement Industry. Series 6 license - Required Series 63 license - Required Live the Paychex Values Act with uncompromising integrity. Provide outstanding service and build trusted relationships. Drive innovation in our products and services and continually improve our processes. Work in partnership and support each other. Be personally accountable and deliver on commitments. Treat each other with respect and dignity. What’s in it for you? We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more. We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best. We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career. We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard. We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about. Not sure if you meet every requirement? At Paychex, we know that great talent comes in many forms. If you’re passionate about the role but don’t check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us. Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success

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