Payroll Client Service Representative
Summary
Title: | Payroll Client Service Representative |
---|---|
ID: | 1005 |
Location: | Upland, CA |
Department: | CSR II |
Description
Provide client payroll research and resolution support
- Provide accurate information for payroll and tax-related issues
- Resolve client concerns relating to payroll related questions and systems issues
- Recognize when an issue must be escalated to another area for resolution
- Work closely with other departments, e.g., tax and accounting, to assist in resolving cases
- Offer assistance with team members to help resolve cases
- Follow up and follow through with clients on existing open cases
- Work with clients to resolve exception issues
- Continue to work with client until it is determined that client clearly understands the solution provided
- Respond and reply to client emails daily
- Provide quality service
Provide payroll system support and remote user training
- Provide client training by internet as necessary by periodically explaining how to use the web-based services
- Train clients on the correct procedures to use to prevent repeating the exception
- Explaining the benefits of additional reports and products that the client does not use
Drive client retention through client relationship management
- Participating in designated client calling and other retention-oriented programs
- Facilitate activities to improve client satisfaction and retention
- Review the major issues with their managers
- Call clients on a proactive basis to facilitate proactive client service
- Call clients listed on target reports
- Perform local client visits as needed to add value and build client relationships
Maintain industry and functional expertise
- Keep abreast of the Company's services, system and software changes
- Maintain understanding of changes in wage and tax law
Support cross-functional client service delivery activities
- Assist the Implementation Department to transition new clients to Customer Service
- Attend weekly department meetings and monthly company-wide meetings
- Maintain a team orientation in dealing with fellow associates
Manage data and information for timely and accurate reporting
- Complete accurate and timely documentation of all calls handled
Manage timely execution of daily payroll activities
- Input, audit and process 10 - 20 payrolls daily
- Review Weekly Payroll Exception Report
Manage a dynamic schedule with multiple priorities
- Multi-task between phone calls, emails, data entry, etc. in support of clients' needs
- Respond and reply to 25 - 100 misc. emails daily
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