Essential Duties and Responsibilities
• Act as the primary contact for assigned group of clients.
• Coordinate user set-up and provide training for client-facing web-based payroll, custom reporting software and service platforms.
• Facilitate proactive intervention steps for at-risk clients, collaborating with internal teams, clients, and business consultants for successful retention.
• Manage client accounts by establishing and reinforcing strong relationships with clients, internal partners, brokers, and peers through proactive touch points and service recommendations.
• Act as a liaison between clients and internal operations to ensure seamless delivery of services in line with department SOPs.
• Coordinate and lead client meetings to review and discuss escalated issues or significant matters related to the client’s account.
• Identify gaps in client processed and introduce new products and services based on identified client needs.
• Manage and escalate client issues through various communication platforms, including submitting cases in Client Space to internal departments for resolution.
• Determine and recommend annual increases and/or reductions to client’s administrative fees.
• Assist with client tax account registration guidance, provide education on payroll tax questions, and obtain clients’ tax account login credentials when entering a new state.
• Manage and escalate payroll tax notices and drive them to resolution.
• Assist and provide guidance with required state and federal reporting.
• Ensure timely and accurate payroll processing.
• Review processed payrolls and resolve payroll errors and issues; assist the team as needed.
• Monitor the work of Payroll Specialists who input payroll data and ensure payroll accuracy.
• Assist in payroll calculations and deductions.
• Maintain clear and consistent client communications.
• Work with the Quality Control Team to process current and prior year voids and resolve posted payroll errors.
• Analyze payroll problems and provide appropriate resolutions.
• Facilitate frequent communication regarding Service Associates performance, recommend training areas, and assist with coaching employees.
• Collaborate with the Manager to implement changes, provide feedback on team performance, and escalate client issues.
• Schedule and facilitate weekly POD team huddles to discuss client escalations and learning opportunities.
• Regular, on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement in activities.
• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Assist in organizing and maintaining shared team resources, such as checklists, templates, and reference materials.
• Provide occasional backup support for routine payroll processing during high‐volume periods or team member absences.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.