POSITION SUMMARY:

The Payroll Integration Specialist will be responsible for overseeing the client’s first 401(k) contribution. This role will be customer centric, focused on problem-solving, and default to action.

JOB RESPONSIBILITIES:

• 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.
• Use problem-solving and decision-making skills to navigate technical issues which impact the flow of data between the client, PCS, and the payroll partner
• Accurately evaluate data discrepancies and work independently to make appropriate adjustments, with the understanding that they impact our clients and millions of dollars in assets under management.
• Assist in drafting procedures detailing the flow of payroll-related information, while demonstrating an understanding of SEC, DOL, and IRS regulations that impact our business.
• 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 our business.

• 
  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
• A strong work ethic and proven ability to work independently and manage a project plan
• A passion for process improvement and a 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
• A desire for learning new programs, systems, and expanding your knowledge about the retirement industry and our product
• A strong focus on quality
• Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise