Service Representative - 401(k) Ops Transactions

Paychex is seeking an experienced and motivated Service Representative - 401(k) Ops Transactions to join our team. The ideal candidate for this role will be a detail-oriented individual with a passion for providing exceptional customer service.The Service Representative - 401(k) Ops Transactions will process, review, and reconcile all 401(k) transactions. This individual will need to be comfortable working in a fast-paced, ever-changing environment while ensuring accuracy and compliance with state and federal regulations.To join our team, the ideal candidate will have a minimum of two years of experience in a similar role, a working knowledge of 401(k) and IRA operations, and an understanding of the regulations and guidelines governing these accounts. Previous experience with 401(k) contributions, distributions, loans, and rollovers is also beneficial. The candidate must have excellent communication skills and an ability to work both independently and collaboratively.If you are a customer service-oriented individual with the necessary experience and qualifications, we invite you to apply today.

Responsibilities:

1. Process, review, and reconcile all 401(k) transactions.
2. Ensure accuracy and compliance with state and federal regulations.
3. Maintain a working knowledge of 401(k) and IRA operations.
4. Have an understanding of the regulations and guidelines governing 401(k) accounts.
5. Handle 401(k) contributions, distributions, loans, and rollovers.
6. Provide exceptional customer service.
7. Communicate effectively with clients.
8. Manage a fast-paced, ever-changing environment.
9. Work both independently and collaboratively.
10. Remain up-to-date on industry regulations and standards.

According to JobzMall, the average salary range for a Service Representative - 401(k) Ops Transactions in St. Petersburg, FL, USA is $38,000 to $48,000 per year. This range includes base salary and bonuses. The job description for this position includes processing transactions, preparing reports, and providing customer service related to 401(k) accounts.

Paychex, Inc. is an American provider of human resource, payroll, and benefits outsourcing services for small- to medium-sized businesses. With headquarters in Rochester, New York, the company has more than 100 offices serving approximately 670,000 payroll clients in the U.S. and Europe.