Client Services Specialist

Overview

The Client Service Specialist is a client-focused role responsible for supporting and optimizing accounts. Key responsibilities include managing client lists, addressing inquiries, educating clients, handling phone calls, and facilitating cross-departmental communication.

Who You Are

• Associates degree required, bachelor’s degree preferred or equivalent experience
• Strong interpersonal and customer service skills, with the ability to communicate effectively
• Excellent time management, ability to meet deadlines, prioritize tasks
• SaaS experience preferred
• Ability to learn quickly through instruction and self-training
• Attention to detail and results-oriented

What You Will Do

• Manage and optimize client accounts
• Provide exceptional customer service
• Research, troubleshoot, and resolve client inquiries
• Educate clients on system usage
• Assist with payroll support and general inquiries
• Participate in team meetings
• Take incoming customer phone calls
• Accurately document all customer interactions
• Facilitate cross-departmental communication
• Identify and implement process improvement opportunities
• Assist in distribution and other areas as needed

Qualifications

Must be eligible to work in the United States without the need for work visa or residency sponsorship. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. Equal opportunity employer. OneDigital complies with all criminal history inquiry laws in applicable jurisdictions.