Email Opening Title 401(K)/S125 New Client Account Coordinator  Description To help oversee the timely and accurate setup of all new 401K/FSA plans along with providing exceptional and personalized service to new clients during the new plan setup & on-boarding process. Assists sales during conference calls with clients to transition new clients into HRS Operations. Ensures timely and accurate plan setup by working closely with Setup specialists including resolving any operational or logistical (system related) setup issues. Sends 'Initial' Welcome Emails to clients prior to Welcome Call to introduce them to the 401K/FSA New Plan Setup & On-boarding process. On boards and services new clients by placing a welcome call to the client to go over the plan start date and to confirm various details about the plan with the plan Trustee or administrator. Initiates a second communication with the client once their payroll has been verified to confirm that the plan deferrals have begun. The coordinator speaks to Paychex's ongoing service model including Web, IVR and the Client Service Center. Works closely with the HRS sales field, Paychex Premier Human Resource Generalists and PBS Customer Service Representatives to provide seamless customer service to clients from the point of sale throughout the plan setup process. Provides follow up to client and sales as necessary throughout the completion of the on boarding process so that client inquiries and concerns are addressed as needed. Reviews client surveys and re-engages clients as necessary based on survey results to ensure client satisfaction in service. Evaluates daily processes, initial call communications, email templates and procedures in order to suggest process efficiencies and to improve our client setup and on boarding experience. Develops and maintains a high degree of system and product knowledge including a thorough understanding of various product offerings, regulatory changes, policy changes, and industry developments for 401(k) and S125; allowing them to inform clients proactively of any changes in offerings. Utilizes established tracking mechanisms in order to ensure complete coverage of all plans and an efficient work flow. Supports various internal projects as needed including training on new product offerings, testing quality assurance system releases, and brainstorming cost reduction in order to mitigate any opportunity for error. Evaluates client's experience at the completion of the on boarding process to determine level of ongoing support required by the Client Service Center. Handles escalated new client issues or special client requests up through a satisfactory resolution to ensure a positive on boarding experience. Audits, researches and analyzes assigned client issues and takes necessary corrective action to ensure a timely and accurate plan setup.   Position Requirements H.S. Diploma - Required Experience in HR related product lines, including 401(k) and Section 125 plans. Consideration may be given to a candidate with a degree in lieu of experience.   Category Customer Service/Operations   Location AZ, Phoenix, Phoenix Office   Full-Time/Part-Time Full-Time   Req Number CUS-19-01053   Open Date 6/17/2019   Hiring Manager(s) Deanna Volkmar   This position is currently not accepting applications. To search for an open position, please go to http://AdvancePartners.appone.com

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