Investment Relationship Manager Jobs in Rochester, NY

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a singleconnected HCM platform. As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.
Overview

Develops and maintains positive relationships for our top tier clients through effective collaboration with internal Paychex Operational departments and any vendors that supply our clients with services Acts as the key advocate and fosters efficiencies and revenue growth within the client relationship. Advocates for the client deliverables and drives the business results and Paychex strategy for their clients. Facilitates the management and strategic service of their assigned accounts.

Responsibilities

• Builds strong client relationships. Must be adaptable, strong time management and prioritization skills to provide customized quality service in an effort to retain and grow clients' utilization of Paychex services.
• Provides high level customer service support to top tier clients to streamline client contact points, providing professional and personalized customer service. Anticipates clients' needs and recommends new products, service enhancements and efficiencies to clients.
• Responds to client communication (phone, emails) in a timely, professional manner to resolve escalated issues, including payroll and ancillary product matters, “how-to” product inquiries, training needs and system issues.
• Responsible for client retention and building relationships through presentations and communications with key client personnel. Acquires a thorough understanding of clients' businesses, objectives, and strategic business plans.
• Conducts client visits for current clients, both for clients experiencing difficulties or upon client request, to maintain and/or strengthen client relationships.
• Serves as coordination and communication channel lead for internal Paychex departments. Acts as liaison to resolve client issues regarding payroll and ancillary products to ensure client satisfaction and profitability requirements.
• Identifies and analyzes major trends or issues and assumes responsibility for resolution or escalation to management to ensure ongoing client satisfaction and revenue retention.
• Analyzes data to identify present and future performance gaps and trends; translates gaps and organizational needs into an action plan. Identifies needs that can be met through Paychex offerings and those that require alternative approaches or process improvements.
• Plans, coordinates and implements client activities and strategic programs for Paychex. Partners with sales, training departments, internal departments and operations to ensure client satisfaction and education on our products.
• Provides clients and management team with regular reporting, communication and status updates to ensure client satisfaction. Positions the appropriate management and executive Paychex staff with key stakeholders at the assigned clients business
• Maintains knowledge of industries, relevant systems and Paychex product offerings, as well as changes in federal, state, and local wage tax law and policies to ensure Paychex products meet the needs of the client.

Qualifications

Compensation
In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $59,626.41 - $93,698.64 annually. 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.
Live the Paychex Values

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.

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.Qualifications:
• Bachelor's Degree - Preferred
• 2 years of experience in Account Management.
• 5 years of experience in Account management, Sales, or high-level customer service, with mid-market clients.
• 1 year of experience in Leadership Role (Formal or Informal).
• Communication - Preferred
• Management - Preferred
• Customer Service - Preferred
• Relationship Management - Preferred
• Presentations - Preferred
• Business Strategies - Preferred
• Account Management - Preferred
• Customer Advocacy - Preferred
• Process Improvement - Preferred
• Customer Relationship Management - Preferred
• Revenue Growth - Preferred
• Business Results - Preferred
• Paychex - Preferred
• Sales Training - Preferred
• Communication Channels - Preferred
Education:UNAVAILABLEEmployment Type: FULL_TIME