Client Services Specialist

Overview The Client Service Specialist is a client‑focused role responsible for providing support and proactively managing and optimizing the accounts for the clients they work with. The role addresses clients' needs including routine payroll data entry and assisting with general inquiries. It requires a strong desire to provide excellent customer service, attention to detail, and in‑depth knowledge of iSolved. The Specialist also provides first‑level support for incoming calls from the phone queue, serving as a frequent point of contact for clients and making a powerful positive impression with every encounter. Responsibilities Manage a client list or manage clients out of the service queue and provide exceptional customer service. Research, troubleshoot, and resolve client inquiries as part of ongoing support for your client set. Educate customers on how to use the system to process payroll. Assist clients with payroll support and general inquiries. Participate in the Client Service team meetings. Take incoming customer phone calls from the support queue. Accurately and completely document all customer interactions in our CRM system. Facilitate cross‑departmental interaction with other teams to ensure open communications for the benefit of our clients’ success. Continuously seek out process improvement opportunities and take ownership to implement positive change. Assist in the Distribution function and other areas as needed. Qualifications Associate’s degree required; Bachelor’s degree preferred or equivalent experience. Strong interpersonal and customer service skills, with the ability to communicate effectively, both verbally and in writing. Excellent time‑management skills, ability to meet deadlines, prioritize and manage several tasks effectively. SaaS experience preferred. Ability to learn technology quickly through instruction and self‑training. Attention to detail & results oriented. This position description is not intended to be all‑inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. OneDigital is an equal opportunity employer. We provide employment opportunities for all employees and applicants regardless of veteran status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin, citizenship, disability, genetic information, or any other category protected by law. #J-18808-Ljbffr