Paychex 401/S125 New Client Setup Specialist I in United States

Responsible for the timely and accurate set up of Premier, fixed 401(k)'s, FSA and POP to Paychex. Provides advanced client service and ensures timely and accurate problem resolution.

  • Verifies system information loaded by sales matches the client signed contract to ensure accurate data is loaded.

  • Verifies that the documentation submitted meets compliance requirements by type of plan and plan design, that the clients plan does not have any inconsistencies for controlled ownership, also that all billing and commission is calculated correctly.

  • Notifies the sales group of any inconsistencies or corrections associated with the submission of new client paperwork ,receives the corrections and revalidates the submission.

  • Receives specific processing or exception requests from HRS Sales and approves or denies the request by utilizing multiple computer software packages including HRIS, ORS and Imaging.

  • Works with the sales group, commissions, billing, sales support, compliance, and the Client Change team to handle the set up of new Fixed Fund 401(k), Premier, FSA and POP clients to ensure the plans are set up timely and accurately.

  • Validates plan design and establishes the payroll connection if applicable (for non-payroll clients). Resolves system alerts in order to allow for an error free interface between the payroll system and the HRIS system.

  • Processes participant enrollments according to the participant direction on fund selections and deferral dollar amount or percentage to ensure timely and accurate setup.

  • Places a welcome call to new clients to on-board them to the service, go over the plan start date, confirm various details about the plan and answer any other questions the client may have.

  • Verifies that the first payroll for the clients runs accurately. Communicates to clients, branch or hub personnel and HRS sales, and performs system setup changes to ensure all parties involved are aware of the situation and that all issues are corrected to ensure that an accurate next payroll is attained. Monitors the GIANT/TITAN connection and troubleshoots Premier and PBS accounting reconciliation reports.

  • Evaluates daily processes and procedures in order to suggest improvements to improve client satisfaction and to provide efficiency gains.

  • Utilizes established tracking mechanisms in order to ensure complete coverage of all plans and an efficient work flow.