Retirement Services Account Manager

Retirement Services Account Manager

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

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

• 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

• Bachelor's degree required
• 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 View email address on click.appcast.io. 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.