Job Openings >> Payroll Client Service Representative
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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