Client Services Specialist

Overview

The Client Service Specialist is a client-focused role responsible for supporting and optimizing client accounts. Key responsibilities include managing client inquiries, processing payroll data, and participating in team meetings.

Responsibilities

• Manage a client list or service queue, providing exceptional customer service.
• Research, troubleshoot, and resolve client inquiries.
• Educate clients on system usage for payroll processing.
• Assist clients with payroll support and general inquiries.
• Participate in Client Service team meetings.
• Take incoming customer phone calls from the support queue.
• Accurately and completely document all customer interactions in the CRM system.
• Facilitate cross-departmental communication for client success.
• Seek and implement process improvement opportunities.
• Assist in the Distribution function and other areas as needed.

Requirements

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

Qualifications

• Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Skills

• Customer service skills
• Time management
• Attention to detail
• Knowledge of SaaS systems

Benefits

• People-first culture
• Driven to serve
• Committed to supporting employees

Pay

Compensation is competitive and commensurate with experience.

Schedule

This is a full-time position.

Company Culture

We are a people-first culture that values diversity, equity, and inclusion. We embrace differences and believe that everyone's authentic self is valuable.

Equal Opportunity Employer

OneDigital is an equal opportunity employer. We celebrate diversity and insist on equity and inclusion. We are committed to connecting our people and ensuring they feel seen, valued, respected, and supported.

Artificial Intelligence

We utilize advanced AI technologies to enhance our recruitment process, including filtering candidates based on qualifications and rediscovering potential candidates from our existing applicant pool. However, AI does not replace the human aspect of our hiring process.