Client Service Consultant

Client Service Consultant

Are you passionate about delivering exceptional service and building trusted client relationships? Join our dedicated team as a Client Service Consultant, where you'll play a key role in providing white-glove support to private household clients. In this position, you'll ensure every client interaction is handled with care, accuracy, and professionalism-creating seamless experiences from onboarding through ongoing support.

Location: We are seeking an onsite team member in the Albany, NY area whenever possible. For exceptional candidates, we are open to remote employment for individuals residing in AZ, FL, GA, ID, IL, MA, MD, MN, MO, NC, OH, PA, SC, TX, VA, WY or other locations within New York State (outside of New York City).

What You'll Do

• Serve as the main point of contact for assigned clients, managing relationships from onboarding through ongoing service.
• Provide high-quality, timely, and accurate assistance, ensuring client needs and expectations are met.
• Deliver white-glove service through proactive communication, reliability, and personalized follow-up.
• Coordinate new client setup and implementation to ensure smooth transitions and accurate data capture.
• Partner with internal teams (Payroll, Tax, HR, and Insurance) and external vendors to resolve complex issues
• Maintain strong knowledge of payroll systems, payroll tax compliance, and HR principles to support client inquiries.
• Identify opportunities to improve client processes and contribute to overall service enhancements.
• Maintain accurate and thorough documentation of all client interactions.
• Collaborate with team members to uphold consistent service standards and share updates.
• Engage proactively with clients to gather feedback, anticipate needs, and promote long-term satisfaction and retention.
• Support clients in using payroll and HR platforms effectively to enhance their independence.

What You Bring

• Bachelor's degree in business or related field, or equivalent experience.
• 4-5+ years of client-facing experience in client services, account management, or customer support.
• Experience supporting high-level or VIP clients
• Strong communication skills-both written and verbal-with the ability to convey information clearly and professionally.
• Proven ability to manage multiple priorities in a fast-paced environment.
• High attention to detail, accuracy, and follow-through.
• Proficiency with Microsoft Office Suite, CRM tools, and payroll/HR software.
• Ability to handle confidential information with discretion and professionalism.
• Service-oriented mindset with strong problem-solving and ownership skills.

Preferred Qualifications

• Professional certifications such as FPC or Customer Service/Customer Experience
• Familiarity with payroll operations and payroll tax regulations.

What Makes You Successful Here

• You thrive on providing responsive, high-quality service that builds trust.
• You stay calm, flexible, and professional in a dynamic environment.
• You seek opportunities to enhance performance and improve processes.
• You collaborate effectively, sharing information and supporting team success.

Why You'll Love Working Here

• Collaborative and supportive team environment.
• Opportunities for professional development.
• Growth potential within the organization as you build expertise, take on additional responsibilities, and contribute to the team's continued success.

Apply today to join a team that values exceptional service, integrity, and lasting client relationships.