Client Services Specialist

Client Service Specialist

At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

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 Client Service Specialist will address all needs of the clients, including routine payroll data entry as well as assisting with general client inquiries. This position requires a strong desire to provide excellent customer service, attention to detail, and a strong knowledge of iSolved. The Client Service Specialist is also responsible for providing first level support for incoming calls from the phone queue.

The Client Service Specialist role is a frequent point of contact for our clients and will make a powerful positive impression with every encounter.

What You Will Do:

• 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.

Who You Are:

• Associates 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.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their protected characteristics. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!