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Service Associate - 401(k) Client Service
Service Associate - 401(k) Client Service-July 2024
West Henrietta
Jul 26, 2025
About Service Associate - 401(k) Client Service

  Overview

  This role is a full-time permanent position. After providing temporary support to the 401(k) Client Transactions team; the role will transition to working with the 401(k) Client Service Center

  Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures.

  Responsibilities

  Primarily, handles inbound calls from 401(k) plan participants

  Provides short-term back office support or queue support for Client Transaction team as needed

  Handles inbound calls from clients for plan administration needs

  Provides general education on retirement products, Paychex policies & procedures, or IRS guidelines & regulations

  Provides support, as needed, through other channels such as email or outbound call

  Escalates tasks or documentation to other teams within the Retirement Services department

  Develops and maintains a basic working knowledge of Paychex retirement products including but not limited to 401(k)

  Uses systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORS

  Documents all interactions, performs data entry, maintains strong prioritization and organization

  Qualifications

  REQUIRED

  Client or customer service experience - 1 year

  Data entry or case documentation - 1 year

  Answering inbound phone calls - 1 year

  Ability to multitask across dual screens, and several programs at once

  Compensation

  In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $16.00 - $20.81 hourly. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

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