Client Services Representative

Paylocity; Meridian (ID); On-site; USD 26,174 - 31,684; Full time

Job summary

Paylocity is seeking an Account Manager for its Meridian, ID office. This role involves resolving client payroll and HR system challenges while building strong customer relationships.

The ideal candidate will have a relevant degree or HCM experience and must be proficient in Microsoft Office. Experience in client-facing roles is preferred, along with essential skills such as communication and problem-solving.

This is a 100% in-office role with no remote options. The pay ranges from $19 to $23 per hour based on experience.

Qualifications

• Bachelor's degree required or High School diploma with 2+ years related experience.
• Proficiency in Microsoft Office suite and strong written communication skills.
• Strong team player and self-starter with multitasking ability.
• Essential skills include analytical thinking, problem-solving, communication, and decision-making.

Responsibilities

• Resolve client payroll and HR system challenges.
• Maintain client relationships and manage workloads for optimal accessibility.
• Deliver effective resolutions and collaborate with internal experts.
• Prioritize timely solution delivery and ensure high client satisfaction.

Skills

Analytical thinking

Problem-solving

Time management

Communication

Decision-making

Education

Bachelor's degree in relevant fields or High School diploma with HCM experience

Tools

Microsoft Office suite

Job description

In-Office: This is a 100% in-office role based at our Meridian, ID location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

As the Account Manager, I play a pivotal role in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. By effectively utilizing available resources and prioritizing issues, the Account Manager I deliver outstanding customer service. The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining and enhancing client relationships.

Primary Responsibilities

• Issue Resolution - Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and elevate when necessary.
• Client Focus - Champion clients’ interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions.
• Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction.
• Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed.
• Continued Learning - Dedicated to personal and professional growth, stay current by completing educational courses and assigned training within designated timeframes.

Expectations

• Dependability/Follow-Up: Proficiently multitask, respond promptly, and ensure timely follow-up.
• Problem Solve: Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information.
• Communication: Exhibit professional written and verbal communication consistently with internal and external stakeholders.
• Guidance - Provide clients with guidance on HR and Payroll best practices, software change management, and alignment with Paylocity products.

Education and Experience

Required:

• Bachelor's degree in Business, Marketing, Communications, Organizational Leadership, International Business, Hospitality, Finance or Accounting, OR High School Diploma with a minimum of 2 years of relevant HCM experience.
• Proficiency in Microsoft Office suite.
• Strong written communication skills for business correspondence.
• Strong team player with attention to detail.
• Self-starter with the ability to handle multiple projects at once.
• Essential skills: Analytical thinking, problem-solving, time management, communication, and decision-making.

Preferred:

• CPP, FPC, APA, and/or SHRM-CP certified.
• Experience in customer service or previous client interfacing role.
• Experience in payroll and/or call center environment.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Pay & Benefits

The pay range for this position is $19 - $23 /hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed.

Equal Opportunity Employer

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [e-mail]. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.