Sr. Payroll Services Associate
CurrentServe as the primary contact for clients, ensuring the timely and accurate manual upload of payroll details into Betterment and supporting the Onboarding process. For key clients, access payroll provider platforms, retrieve and format payroll reports for Betterment 401(k) ingestion; demonstrate a deep understanding of payroll systems. Independently address data discrepancies, navigate system issues, guide clients through data analysis, and collaborate with internal teams to provide solutions while maintaining professional communication with stakeholders.