Client Services Specialist: Payroll & Onboarding Expert

Southland Data Processing; Upland (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Southland Data Processing is seeking a Customer Service Representative to support Client Services by handling day-to-day decisions aligned with department and company policies. The role involves payroll concepts, working with ancillary services, timekeeping, and implementing new accounts; you will communicate with clients, document issues, and aim for one-call resolutions where possible.

You will manage 25–100 emails daily, process 10–20 payrolls, and coordinate with Implementations to

Responsibilities

• Proven ability to carry out our service vision of serving clients with unrivaled performance and providing one-call resolution independently
• Demonstrate mastery of fundamental and advanced payroll concepts
• Demonstrate ability to leverage the knowledge of ancillary services and product solutions; (including set-up, pricing, and effect on client's organizational goals) independently
• Demonstrate ability to perform advanced timekeeping set-up independently
• Proven ability to set priorities, handle multiple tasks efficiently and work independently
• Executes effectively by using resources efficiently, meeting deadlines, and keeping others informed of work plans and progress toward goals
• Successful work experience demonstrating an ability to communicate effectively, work well with others, use productive work methods, exercise sound judgment, and display initiative and innovation on the job
• Following up and following through with clients on existing open cases
• Being able to multi-task between phone calls, emails, data entry
• Demonstrate ability to perform simple to intermediate GL set-ups independently
• Demonstrate ability to perform the implementation of new accounts independently
• Assists in creating and maintains critical support documentation in the enterprise defined knowledge repository
• High level of communication skills exemplifying successful leadership working in a team environment
• Proven ability to deescalate and assist difficult or irate customers in turning around customer experience; ability to think ahead for the customer, offer options to solve their problem, and make a difference
• Responding and replying to 25 - 100 emails daily
• Inputting, auditing, and processing 10 - 20 payrolls daily
• Assisting the Implementation Department to transition new clients to Customer Service
• Review the significant issues with their managers
• Maintains a team orientation in dealing with fellow associates
• Provides quality service

Job description

Customer Service Representative is expected to make day to day decisions regarding Client Services, scheduling, processing, training, solving customer problems, and other related matters that are within the area of responsibilities and are consistent with the prevailing Department and Company policies

Essential Duties And Responsibilities

The essential functions include, but are not limited to the following:

• Proven ability to carry out our service vision of serving clients with unrivaled performance and providing one-call resolution independently
• Demonstrate mastery of fundamental and advanced payroll concepts
• Demonstrate ability to leverage the knowledge of ancillary services and product solutions; (including set-up, pricing, and effect on client's organizational goals) independently
• Demonstrate ability to perform advanced timekeeping set-up independently
• Proven ability to set priorities, handle multiple tasks efficiently and work independently
• Executes effectively by using resources efficiently, meeting deadlines, and keeping others informed of work plans and progress toward goals
• Successful work experience demonstrating an ability to communicate effectively, work well with others, use productive work methods, exercise sound judgment, and display initiative and innovation on the job
• Following up and following through with clients on existing open cases
• Being able to multi-task between phone calls, emails, data entry
• Demonstrate ability to perform simple to intermediate GL set-ups independently
• Demonstrate ability to perform the implementation of new accounts independently
• Assists in creating and maintains critical support documentation in the enterprise defined knowledge repository
• High level of communication skills exemplifying successful leadership working in a team environment
• Proven ability to deescalate and assist difficult or irate customers in turning around customer experience; ability to think ahead for the customer, offer options to solve their problem, and make a difference
• Responding and replying to 25 - 100 emails daily
• Inputting, auditing, and processing 10 - 20 payrolls daily
• Assisting the Implementation Department to transition new clients to Customer Service
• Review the significant issues with their managers
• Maintains a team orientation in dealing with fellow associates
• Provides quality service