Position Summary
The Client Entry Specialist is accountable and responsible for all aspects of quality service for clients. The daily responsibilities of the Client Entry Specialist would be to contact and assist clients by obtaining information for payroll production and tax related issues, verifying totals, responding to/resolves client questions and problems and delivering quality customer service. The ideal candidate will demonstrate efficiency and flexibility in performing detailed-oriented tasks in a fast-paced work environment while not beingphased by interruptions, changing priorities, and multiple deadlines.
Essential Duties and Responsibilities:
Including, but not limited to the following:
- Taking payroll over the phone
- Entering client payroll data accurately and in a timely manner
- Performing necessary adjustments to payroll records such as voids, prepaids, etc.
- Assisting with new hire employee training
- Updating employee profiles including insurance coverage amounts, garnishment/levy amounts, and banking information
- Running year to date reports, new hire reports, billing Invoices, etc.
- Determining payroll liabilities for employers desiring to deposit funds to cover both payroll and tax expenses
- Providing excellent written and verbal customer service skills for frequent client interaction
- Attending educational workshops as needed
- Performing other duties as assigned
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Minimum Qualifications (Knowledge, Skills, and Abilities):
- High School Diploma
- Prior experience in payroll and knowledge of legal payroll requirements preferred OR uncanny ability and aptitude for mathematics
- Proven expertise in MS Office, data entry, basic mathematical computations, and office equipment (e.g., multi-line telephone, head set, 10-key or calculator, computer, printer/copier)
- Knowledge of software such as Win Client, Salesforce, Call Day, or ability to learn software quickly
- Ability to multi-task effectively by taking multiple calls at once, prioritizing them effectively, and ability to handle several open software applications
- Professional phone manner and problem-solving abilities
- Excellent written and oral communication skills; ability to read, analyze, and interpret contracts, policies, documents and regulations
- Ability to succeed working in a fast-paced environment