401(k) Conversions Account Manager

Oversees the timely and accurate conversion of high complexity 401(k) and S125 plans to Paychex. Provides advanced service to clients and designated Financial Advisors by acting as the sole service point of contact for clients during their conversion and by contacting both clients and Financial Advisors on a regular basis during the conversion of their plan to Paychex.

• Travels to on-site client visits as necessary to build and strengthen relationships with HRS Sales, Financial Advisors, CPAs, Attorneys and clients and to assist clients with the conversion of their plan to Paychex.
• Partners with HRS Sales and Financial Advisors to review client/prospect existing 401(k) plan documents and creation of client plan election information with Paychex.
• Develops and maintains knowledge of Paychex and industry plan structures, services and specific conversion processes in order to serve as a department expert on assigned accounts and to provide an exceptionally high level of client service during the conversion process.
• Works with Conversions staff to ensure that all conversion deadlines are met by Paychex during the conversion process.
• Contacts plan trustees and designated Financial Advisors on a weekly basis during the conversion of their plan to ensure clear expectations and client satisfaction.
• Executes outbound communication of setup status to clients, internal Paychex personnel and Financial Advisors following client calls and at points necessary to ensure deadlines are met and that expectations are clear.
• Schedules and conducts initial technical plan setup calls between plan trustees, prior record-keepers and Paychex conversion specialists to assist with facilitating the conversion process. Schedules Financial Advisors and other members of Paychex on calls as necessary.
• Performs follow up with clients and Financial Advisors on communication necessary to liquidate assets from prior administrator.
• Answers advanced client and Financial Advisor questions regarding plan design, the conversion process and our ongoing service model to ensure all issues are resolved.
• Answers conversion inquiries from clients, sales, field operations, Financial Advisors, CPAs, auditors, attorneys, prior record keepers and other HRS personnel to ensure all issues are resolved.
• Facilitates review of processes, procedures and systems and initiates requests for enhancements or business needs, to allow for better service to be provided to our clients in a quick and efficient manner.

• 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.
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    Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary. 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. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.