Client Service Specialist

Job Summary:

We are seeking a personable and detail-oriented Client Service Specialist with 3 to 5 years of office experience and a background in HR and/or payroll. This role is ideal for someone who excels at forming strong client relationships, thrives in a fast-paced environment, and is committed to delivering exceptional service. Strong Excel skills are highly desirable, and knowledge of 401(k) plans is a plus, though training will be provided for the right candidate.

Key Responsibilities:

Client Relationship Management:

o Serve as the primary point of contact for clients, addressing inquiries and ensuring their needs are met promptly and accurately.

o Build and nurture strong, lasting relationships with clients to enhance satisfaction and loyalty.

HR and Payroll Support:

o Apply your HR and payroll expertise to assist clients with related inquiries and support when pulling payroll reports.

o Ensure accurate data management and compliance with established procedures.

401(k) Plan Assistance

o Provide basic guidance on 401(k) plans to plan participants

Data Analysis and Reporting:

o Use strong Excel skills to prepare and analyze data, create reports, and deliver insights to clients.

o Maintain accuracy and efficiency in all reporting tasks.

Problem Solving and Coordination:

o Collaborate across teams to resolve client issues and meet their needs.

o Document client interactions thoroughly and follow through on outstanding tasks.

Qualifications:

3 to 5 years of office experience, with a focus in HR or payroll desired

Strong Excel skills, including proficiency in formulas, pivot tables, and data analysis.

Excellent interpersonal skills, with the ability to build and maintain strong relationships.

Client service-oriented mindset, with a proactive approach to problem-solving.

Basic knowledge of 401(k) plans is a plus; willingness to learn is essential.

Strong organizational, communication, and multitasking skills.

Proficiency in Microsoft Office Suite and other relevant tools.