Client Service Consultant

About the role

Join our dedicated team as a Client Services Consultant, where you'll play a key role in providing white-glove support to private household clients.

Responsibilities

• Serve as the main point of contact for assigned clients, managing relationships from onboarding through ongoing service.
• Provide high-quality, timely, and accurate assistance, ensuring client needs and expectations are met.
• Deliver white-glove service through proactive communication, reliability, and personalized follow-up.
• Cook up new client setup and implementation to ensure smooth transitions and accurate data capture.
• Partner with internal teams (Payroll, Tax, HR, and Insurance) and external vendors to resolve complex issues.
• Maintain strong knowledge of payroll systems, payroll tax compliance, and HR principles to support client inquiries.
• Identify opportunities to improve client processes and contribute to overall service enhancements.
• Maintain accurate and thorough documentation of all client interactions.
• Collaborate with team members to uphold consistent service standards and share updates.
• Engage proactively with clients to gather feedback, anticipate needs, and promote long-term satisfaction and retention.
• Support clients in using payroll and HR platforms effectively to enhance their independence.

Requirements

• Bachelor's degree in business or related field, or equivalent experience.
• 4-5+ years of client-facing experience in client services, account management, or customer support.
• Experience supporting high-level or VIP clients.
• Strong communication skills-both written and verbal-with the ability to convey information clearly and professionally.
• Proven ability to manage multiple priorities in a fast-paced environment.
• High attention to detail, accuracy, and follow-through.
• Proficiency with Microsoft Office Suite, CRM tools, and payroll/HR software.
• Ability to handle confidential information with discretion and professionalism.

Qualifications

• Service-oriented mindset with strong problem-solving and ownership skills.

Preferred Qualifications

• Professional certifications such as FPC or Customer Service/Customer Experience.
• Familiarity with payroll operations and payroll tax regulations.

What You Bring

• Bachelor's degree in business or related field, or equivalent experience.
• 4-5+ years of client-facing experience in client services, account management, or customer support.
• Experience supporting high-level or VIP clients.
• Strong communication skills-both written and verbal-with the ability to convey information clearly and professionally.
• Proven ability to manage multiple priorities in a fast-paced environment.
• High attention to detail, accuracy, and follow-through.
• Proficiency with Microsoft Office Suite, CRM tools, and payroll/HR software.
• Ability to handle confidential information with discretion and professionalism.
• Service-oriented mindset with strong problem-solving and ownership skills.

Why You'll Love Working Here

• A collaborative and supportive team environment.
• Opportunities for professional development and growth.
• A commitment to excellence and client satisfaction.