Client Experience Coordinator

Bankers Financial Corp • St. Petersburg, FL

17h

About The Position

The Client Experience Coordinator supports the Client Experience team in the delivery of exemplary customer service to clients and their employees.

Requirements

• High School diploma or equivalent
• Excellent verbal, written, presentation and communication skills. Employee must be comfortable speaking either on the phone, via Zoom, or in-person with clients.
• Strong attention to detail and ability to meet deadlines
• Ability to successfully complete tasks in a fast-paced, flexible and team-oriented environment
• Proactively address client concerns and potential issues.
• Strong interpersonal skills and the ability to build relationships with team members, clients, and prospects
• Strong analytical and critical thinking skills
• Commitment to providing superior customer service
• Ability to independently resolve issues and make good decisions
• Experience working with confidential information.
• Intermediate knowledge of Microsoft Excel

Nice To Haves

• Bachelor's or associate's degree or closely related field.
• Working knowledge of Human Resource Information Systems, and WorkLio is a plus
• Knowledge of Salesforce is a plus
• Experience in the PEO industry is a plus

Responsibilities

• Assist Client Experience Specialist or Account Manager in providing employment-related data and preparing required reports for clients in a timely manner.
• Assists with client training on organization software
• Utilization of workflow tracking tools
• Gain thorough knowledge of the client’s business model, pay practices, and service needs
• Communicate with clients on an as-needed basis to understand their needs and desired outcomes
• Develop and foster positive relationships to ensure client satisfaction and retention
• Provide webinars and demonstrations of software and technology capabilities
• Report and spreadsheet generation

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED