Be the main point of contact for clients, responsible for helping them establish technical integrations with 100+ payroll providers
Develop an in-depth understanding of payroll provider systems and interrogate incoming payroll data for accuracy and completeness
Oversee the client’s first 401(k) contribution and ensure the integration is working properly
Use problem-solving and decision-making skills to navigate technical issues which impact the flow of data between the client, Human Interest, and the payroll partner
Accurately evaluate data discrepancies and work independently to make appropriate adjustments affecting clients and assets under management
Assist in drafting procedures detailing the flow of payroll-related information, demonstrating understanding of SEC, DOL, and IRS regulations
Investigate technology issues, identify root causes, and work with various departments to develop and implement solutions
Independently guide clients through data analysis and assist with their data transmission efforts
Communicate professionally to both internal and external clients while focusing on needs-driven solutions
Identify areas for process improvement and assist in leading projects which may broadly impact the business
Requirements
3+ years in a role that demonstrates troubleshooting and problem-solving skills
At least 1 year of customer service experience and strong verbal and written communication skills
Proven ability to work independently and manage a project plan
Passion for process improvement and demonstrated ability to lead change effectively
Experience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industry
Desire for learning new programs, systems, and expanding knowledge about the retirement industry and the product
Strong focus on quality
Strong PC skills, including experience working with G-Suite products
Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise