Client Experience & Onboarding Specialist

Client Experience & Onboarding Specialist

1 Source Business Solutions, a leading provider of outsourced HR services, is a fast-growing PEO (HR) company seeking an experienced Receptionist/Administrative Assistant who has exceptional customer service skills. We are looking for a detail-oriented individual who thrives on assisting our clients with their payroll and administrative needs. This individual must be a leader, capable of setting the stage and giving direction, while also being a team player who works well with others. The ideal candidate will be a self-starter eager to learn and grow with us. This is a full-time position with benefits available and offers an excellent opportunity to join a company that values professional development and growth.

Key Responsibilities

Client & Employee Experience

• Serve as a first point of contact for clients, employees, and visitors via phone, email, and in person
• Provide professional, timely, and courteous support to client and employee inquiries
• Build and maintain positive relationships by delivering a high level of service and responsiveness
• Assist clients and employees with general questions related to onboarding, payroll processes, and documentation

New Hire Onboarding & Compliance

• Coordinate and manage new hire onboarding processes, ensuring timely completion of all required documentation
• Assist employees with completion of I-9, W-4, and other federal, state, and company-specific forms
• Verify documentation for accuracy and completeness in compliance with federal and state regulations
• Enter and maintain new hire data within payroll and HR systems
• Track onboarding status and follow up as needed to ensure deadlines are met

Administrative & Front Office Support

• Manage front desk operations, including greeting visitors and directing inquiries appropriately
• Maintain organized electronic and physical records with strict attention to confidentiality
• Assist with general administrative tasks such as document preparation, scanning, filing, and data entry
• Support internal teams with onboarding-related coordination and communication

Process Improvement & Collaboration

• Identify opportunities to improve onboarding workflows and client experience
• Collaborate with internal departments to ensure seamless service delivery
• Maintain up-to-date knowledge of onboarding requirements, policies, and procedures

Qualifications

• High school diploma or equivalent
• Strong customer service and interpersonal skills
• Excellent attention to detail and organizational skills
• Ability to handle sensitive and confidential information with discretion
• Proficiency in basic office software (email, word processing, spreadsheets)
• Strong written and verbal communication skills

Additional Information

Please see our company Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.