Position Summary:
The Client Relations & Implementation Associate will assist the Client Relations Department in building trust, confidence and goodwill with clients. The Client Relations position must understand the needs of our customers and articulate the ability of HR&P to meet client needs. Additional duties include assisting with the client onboarding process and facilitating client transition to HR&P services. This entry level position will also provide general administrative and clerical support to all departments as needed. This position reports to the VP Client Relations.
Essential Job Functions:
- Identify, build, and maintain strong relationships with clients;
- Assist in preparing customer quotations and proposals;
- Develop and implement operating procedures with respect to new client onboarding and documentation;
- Assist with Client PTO set up and administration;
- Data entry for all new clients coming onboard with HR&P;
- Organize client information to assure accurate entry of tax liabilities, employee demographics and year to date paycheck information;
- Enter tax data into client reporting template and reconcile to quarterly returns to import into payroll system;
- Assist Tax Department in gathering vital client tax info (SUTA Rates, client login information);
- Uses effective problem-solving skills to resolve data discrepancy issues;
- Carry out Client Relations assignments and investigate important issues and concerns;
- Provide clerical and administrative support to other departments as needed; Prepare letters, forms and documents; Data entry;
- Ensure clients are aware of HR&P capabilities and services;
- Assist clients in understanding HR&P’s role in processing payroll;
- Obtain information and data regarding client satisfaction;
- Work/communicate with other departments to keep the client satisfied;
- Assist with preparing and distributing client and promotional materials;
- Participate in client meetings via phone and in person when necessary;
- Perform other duties as assigned by VP Customer Relations or Customer Relations Manager.
Knowledge Skills & Abilities:
- Entry level but candidates with some office administration or payroll processing experience preferred;
- Bachelor’s degree or equivalent work experience preferred;
- Ability to exercise discretion and independent judgment regarding client relation matters without immediate direction or supervision – ability to be a self-starter and be self-directed;
- High attention to detail;
- Ability to work as a team and collaboratively with other departments including: Business Development, Human Resources, Payroll, Benefits, Accounting & IT;
- Strong communication, interpersonal, organizational and presentation skills;
- Strong knowledge of MS Office Suite, Outlook and Customer Relationship Management software;
- Valid driver’s license.
