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60 Paychex Retirement Services Specialist Jobs Hiring Near You

Paylocity

Manager Retirement Services Ops

Pittsford, NY · On-site

$110.10K - $110.60K/yr

Bachelor's degree required * 2+ years of people leadership experience required (team lead, mentor, senior specialist, or similar). * Experience with retirement services (401(k), 403(b), qualified ...

ADP

Retirement Plan Specialist

Troy, MI · On-site

In this role, you will sell ADP's Retirement Services 401(k) solutions to small and midsized ... ADP is hiring a Retirement Plan Specialist In this position, you'll identify and cultivate new ...

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Paychex Jobs Information

What is the difference between Retirement Services Specialist vs Retirement Plan Administrator?

AspectRetirement Services SpecialistRetirement Plan Administrator
CertificationsTypically requires certifications like CFP or CRSPOften requires certifications such as ERPA or CPFA
Work EnvironmentCustomer service-focused, working with clients and plan participantsAdministrative, compliance, and recordkeeping within organizations or firms
Employer & Industry UsageFinancial institutions, retirement plan providers, HR departmentsFinancial firms, third-party administrators, corporate HR teams

The Retirement Services Specialist and Retirement Plan Administrator roles share similarities in working with retirement plans and requiring related certifications. However, the Specialist primarily focuses on client interactions and service delivery, while the Administrator handles plan compliance, recordkeeping, and administrative tasks. Both roles are essential in the retirement industry but differ in daily responsibilities and focus areas.

What is it like to work at Paychex?

Paychex is a company that values innovation, customer satisfaction, and employee growth, fostering a collaborative and dynamic work environment. As a leading provider of human capital management solutions, Paychex has a diverse team of professionals working together to deliver payroll, HR, and benefits services to clients across the United States. Working at Paychex may appeal to candidates who are interested in a stable and growing company with opportunities for professional development and advancement in a rapidly evolving industry.

Do workers at Paychex get paid breaks?

Yes. Most people get paid breaks.
77% of people say they get paid breaks.
Based on data from 56 people who took the Breakroom Quiz between May 2025 and May 2026.

Does Paychex pay people when they’re sick?

Yes. Most people get paid when they’re sick.
93% of people say they would get paid if they were sick but scheduled to work.
Based on data from 67 people who took the Breakroom Quiz between June 2025 and May 2026.

At Paychex, are sick days and vacation days separate paid time off?

Sick days and vacation days are separate paid time off.
78% of people say they don’t have to use vacation days when they’re out sick.
Based on data from 68 people who took the Breakroom Quiz between June 2025 and May 2026.

Is the health insurance from Paychex affordable enough for their workers?

Most people say the health insurance costs are okay.
90% of people say the health insurance costs are okay
Based on data from 62 people who took the Breakroom Quiz between June 2025 and May 2026.

Do people get paid time off at Paychex?

Most people get paid time off work.
99% of people say they get paid time off.
Based on data from 70 people who took the Breakroom Quiz between June 2025 and May 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 43% of people with changing schedules find out their shifts one week or less ahead of time.
  • 14% of people with changing schedules find out their shifts two weeks ahead of time.
  • 29% of people with changing schedules find out their shifts three weeks ahead of time.
  • 14% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 14 people who took the Breakroom Quiz between November 2024 and September 2025.

Do workers at Paychex worry about hours?

Most people don’t worry about getting enough hours.
92% of people report they don’t worry about getting enough hours.
Based on data from 50 people who took the Breakroom Quiz between March 2025 and March 2026.

Do Paychex workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
41% report that they don’t have enough control over which shifts they work.
Based on data from 41 people who took the Breakroom Quiz between March 2025 and March 2026.

How easy is it for Paychex workers to change shifts?

Some people find it hard to change shifts.
41% of people report that it’s hard to change shifts if they need to.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and March 2026.

How easy is it to get time off at Paychex?

Most people find it easy to get time off.
75% of people report it’s easy to get time off.
Based on data from 68 people who took the Breakroom Quiz between June 2025 and May 2026.

Do Paychex managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
98% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 50 people who took the Breakroom Quiz between March 2025 and March 2026.

Do workers at Paychex do extra work that they don't get paid for?

Rarely. Most people don’t do unpaid extra work.
88% of people report that they don’t do extra unpaid work.
Based on data from 50 people who took the Breakroom Quiz between March 2025 and March 2026.

How easy is it to take sick days at Paychex?

Most people find it easy to take sick days.
87% of people report that it’s easy to take time off if they are sick.
Based on data from 69 people who took the Breakroom Quiz between June 2025 and May 2026.

Is working at Paychex good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
77% of people who care for a child or other relative report this is a good place to work.
Based on data from 35 people who took the Breakroom Quiz between June 2025 and May 2026.

Do people at Paychex feel treated with respect by their managers?

Most people feel treated with respect by their managers.
85% of people say they’re treated with respect by their managers.
Based on data from 62 people who took the Breakroom Quiz between June 2025 and May 2026.

Do people at Paychex get to take their breaks without interruption?

Most people get breaks without interruption.
88% of people report that they get to take their breaks without interruption.
Based on data from 60 people who took the Breakroom Quiz between May 2025 and May 2026.

Is it stressful to work at Paychex?

Most people feel stressed out here.
88% of people say they often feel stressed out at work.
Based on data from 67 people who took the Breakroom Quiz between June 2025 and May 2026.

Do people at Paychex enjoy their jobs?

Only some people enjoy their job.
42% of people report they don’t enjoy their job.
Based on data from 55 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at Paychex recommend working with their team?

Only some people recommend working with their team.
64% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 70 people who took the Breakroom Quiz between June 2025 and May 2026.

Do people get enough training when they start at Paychex?

Some people didn’t get enough training when they started.
41% of people report they didn’t get enough training when they started working here.
Based on data from 68 people who took the Breakroom Quiz between June 2025 and May 2026.

Do people get support to advance at Paychex?

Only some people are given support to advance their career here.
In the last year, 34% of people report not being given support to advance their career here.
Based on data from 62 people who took the Breakroom Quiz between June 2025 and May 2026.

Do people think Paychex’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
86% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 65 people who took the Breakroom Quiz between June 2025 and May 2026.

Do workers feel well informed about how Paychex is doing?

Only some people feel well informed about how the company is doing.
52% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 65 people who took the Breakroom Quiz between June 2025 and May 2026.
What other companies are hiring for Retirement Services Specialist jobs?
What are the most popular jobs at Paychex?
What are the most popular categories at Paychex?
Infographic showing various Retirement Services Specialist job openings at Paychex in the United States as of May 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 63% Physical, and 37% Remote job distribution.
Retirement Services Client Relationship Account Manager

Retirement Services Client Relationship Account Manager

Paychex

West Henrietta, NY • On-site

$60K - $90K/yr

Full-time

Medical, Retirement, PTO

Posted 19 days ago

Paychex rating

7.3

Company rating: 7.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

185th of 424 rated business services

Job description

Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.
Overview
Develops and maintains positive relationships for our top tier clients through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support high value clients and the financial advisor community through advanced industry knowledge in order to create the best possible image for Paychex within the Retirement Services industry.
Responsibilities
  • Identifies and coordinates specific ongoing customized client service needs including plan design exceptions, documentation exceptions as requested by both client and Financial Advisor to ensure.
  • Develops and maintains knowledge of IRS and ERISA regulations pertaining to the 401(k)/S125 products to provide optimal service and technical guidance regarding plan maintenance and to ensure plan compliance with all regulations. Utilizes this information to review plans in book of business on an annual basis, at minimum, with client and their Advisors.
  • Conducts client visits for current clients both for clients experiencing difficulties, or upon client request to maintain/strengthen client relationships.
  • Conducts web seminar meetings with clients and their employees to encourage maximum employee 401(k) plan participation for assigned clients.
  • Communicates with outside parties, including CPAs, attorneys, auditors, and third party vendors, to assist with client plan management and to resolve audits and compliance matters in a timely manner.
  • Maintains a partnership with Sales to assist in the creation of a needs analysis, presale document review, and setting of client expectations as at all points of a clients' lifecycle with Paychex .
  • Acts as the primary contact (Conversion Coordinator) for the client and all interested parties during conversion/setup process. Develops, documents, delivers, and discusses plan and schedule with each client to ensure accurate conversion/setup.
  • Establishes and manages communications regarding Financial Advisors books of business, to include metrics, book of business performance, participation, etc. Also acts as a point of contact for advisors and is responsible for maintaining a positive relationship with these essential business partners.

Qualifications
  • Bachelor's Degree - Preferred
  • 3 years of experience in Retirement Services industry .
  • Customer Service - Preferred
  • Management - Preferred
  • Communication - Preferred
  • Sales - Preferred
  • Relationship Management - Preferred
  • Customer Relationship Management - Preferred
  • Behavioral Interviewing - Preferred
  • Database Management - Preferred
  • Expectation Management - Preferred
  • Process Improvement - Preferred
  • Profitability Management - Preferred
  • Value Propositions - Preferred
  • Account Management - Preferred
  • Finance - Preferred
  • Human Capital - Preferred

Compensation
In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $60,000-$90,000/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.

    What Paychex employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom

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    About Paychex

    Sourced by ZipRecruiter

    Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

    Industry

    Human resources consulting services

    Company size

    10,000+ Employees

    Headquarters location

    Rochester, NY, US

    Year founded

    1971

    Social media

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