Client Onboarding Assistant

Comprehensive Payroll Company•Royal Oak, MI

1d•Onsite

About The Position

Comprehensive Payroll Company is a fully accredited payroll services company located in metro Detroit, serving both local and national clients. Our company was established in 2006 with the mission of providing a single-source payroll and HR solution for small to medium-sized businesses. Through experience, strategic technology partnerships and proprietary software, we offer employers a payroll product that is standardized, automated, easy to use, and cost efficient. Knowledge and excellent customer service has helped us to grow steadily and we are expanding our team. We offer a laid back, small office setting with a great work/life balance. Our dedicated team collectively averages 8+ years of tenure. We are seeking an immediate full-time client onboarding specialist. This is NOT a remote position. This is an in office, full-time position with a set schedule of Monday-Friday 9am-5pm.

Requirements

High School Diploma or Equivalent
Previous Office Experience
Previous client onboarding, new client, sales, or implementation experience
Must be a self-starter, reliable, willing to grow with the company, a great people person, and very detail-oriented.
Must be able to work Monday-Friday, 9 am-5 pm in office
A self-starter
Reliable
A team player with a positive attitude
Detail Oriented/Exceptional attention to detail
A great people person/Willing to provide excellent customer service to clients
Willing to grow with the company

Nice To Haves

Previous Payroll Experience Preferred but not required

Responsibilities

Create pricing proposals and send for review to management
Create and send new client paperwork and agreements
Assist sales department with any new client demos as requested
Follow up with new clients to make sure all paperwork is received and fully completed
Work with new clients in gathering all necessary data for set up such as employee data and prior payroll history
Create and manage an efficient workflow to ensure proper follow up on tasks and requested information
Have an open line of communications with the Implementation Specialist regarding new clients once all documents are received
Complete a sales to implementation note log outlining specifics addressed with the clients account (ie: what type of company they are, bundle pricing, additional services, etc.)
Review all new client documents for completion and accuracy
Manage the new client set up process and ensure all information is received and that they are live in the expected timeline given by the client
Gather and enter data, including employees and prior payroll data for new client set ups
Request any missing data from client and follow up to ensure data is received and entered
Work with Implementation specialist to assist new client with any questions that they may have. If answer is unknown-consult with management.
Order time clocks as needed
Follow up with new clients after initial payrolls have been processed to ensure satisfaction
Assisting in set up of add on services such as leave accruals, exports, reporting, etc.
Maintaining excellent customer service, and professionalism with all staff and clients.
Work with sales team on goals, or campaigns (ie: marketing, newsletters, promos, etc.)
Expand knowledge of products and services offered
Participate in regularly scheduled meetings with the implementation team
Assist the implementation team with any job duties as needed and requested
Answering phones and email inquiries
Data entry
Scanning and filing of documents
Assist all other staff as needed and requested
Ensuring confidentiality of all data
Other duties as assigned

Benefits

Medical, Dental and Vision Insurance
Short Term Disability Insurance, Long Term Disability Insurance and Life Insurance
401(k)
401(k) matching
Paid time off
Paid holidays

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