Position SummaryThe Client Entry Representative is accountable and responsible for all aspects of quality service for clients. This individual will contact and assist clients in the process of obtaining information for payroll production and tax related issues; verify totals, respond to/resolves client questions and problems and deliver quality customer service. They will have the opportunity to demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines.Essential Duties and ResponsibilitiesThe essential functions include, but are not limited to the following:Taking payroll over the phoneEntering client payroll data accurately and in a timely mannerPerforming necessary adjustments to payroll records such as voids, prepaids, etc.Assisting with new hire employee trainingUpdating employee profiles including insurance coverage amounts, garnishment/levy amounts, and banking informationRunning 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 expensesProviding excellent written and verbal customer service skills for frequent client interactionAttending educational workshops as needed
Position SummaryThe Client Entry Representative is accountable and responsible for all aspects of quality service for clients. This individual will contact and assist clients in the process of obtaining information for payroll production and tax related issues; verify totals, respond to/resolves client questions and problems and deliver quality customer service. They will have the opportunity to demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines.Essential Duties and ResponsibilitiesThe essential functions include, but are not limited to the following:
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Minimum Qualifications (Knowledge, Skills, and Abilities)High school diplomaProven facility in MS Office, data entry, basic mathematical computations, and office equipment (e.g., multi-line telephone, headset, 10-key or calculator, computer, printer/copier)Knowledge of payroll software such as Win Client, Salesforce, Call Day, or ability to learn specific applicationsAbility to take multiple calls at once and ability to handle several open payroll applicationsProfessional phone manner and problem-solving abilitiesExcellent written and oral communication skills; ability to read, analyze, and interpret contracts, policies, documents and regulationsAbility to multi-task and adapt to changes in a fast-paced working environmentPreferred QualificationsExperience in payroll and knowledge of legal payroll requirementsAssociate or bachelor’s degree in business, administration, or related fieldFPC or CPP Certification
