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 helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture by developing tools that go beyond basic HR automation to meet the expectations of the modern workforce.

About the role

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.

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.

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.

Requirements

• Bachelor’s degree required.
• Minimum of 1 year of experience in customer service or client interfacing role, preferably in retirement or financial services.
• 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.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance.
• 401(k) match.
• Perks that support employees, their families, and finances.
• Career development opportunities.

Pay

The pay range for this position is $41,000 - $58,500 per year. Base pay offered may vary depending on job-related knowledge, skills, and experience. This position is also eligible for an annual restricted stock unit grant based on individual performance.