Client Services Representative handling inquiries in mortgage services. Focused on phone and email communication with strong emphasis on customer service skills.
IA
Hybrid Payroll & Client Service Specialist – UKG Ready
Posted 4 hours ago
About the role
- Payroll & Client Service Specialist delivering payroll support and training for POA clients using UKG Ready platform. Requires technical expertise and customer service skills for client engagements.
Responsibilities
- Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests.
- Actively seek to grow POA business by identifying and acting on sales opportunities.
- Maintain a book of business.
- Coordinate client training activities within a book of business.
- Attend client hand-off meetings with the Implementation Team.
- Develop and maintain positive and productive relationships with POA leadership, peers, co-workers, teammates, IOA employees, and all clients.
- Ensure beneficial outcomes using discretion and judgment.
- Provide quality control over data integrity for all clients.
- Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team.
- Act as back-up for teammates as needed, ensuring overall team service excellence.
- Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues.
- Maintain a high degree of technical competence and industry/market expertise.
- Comply with all company work rules, standards, policies, and procedures at all times.
- Continuously improve professional skills by actively participating in internal and external development opportunities.
- Demonstrate integrity and leadership.
Requirements
- High degree of technical ability within the UKG Ready platform, including the ability to train clients, troubleshoot issues, and successfully import data
- Current FPC or CPP Designation - Preferred
- 3 - 5 years of Payroll Service Bureau Experience - Preferred
- College Degree Preferred
- Expert level knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits
- Familiarity with TLM Pay Calc 2.0
- Excellent written and verbal communication skills
- High degree of documented Excel skills, including functions, formulas, pivot tables, and V-lookups
- Strong facilitation, analytical, and critical thinking skills, with the ability to gather and analyze information
- Able to work effectively independently and in a team environment, with strong organizational skills and the ability to multi-task, meet deadlines, and adapt to changing priorities
- Detail-oriented with excellent Microsoft Office skills
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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