Client Service Consultant

GTM Payroll Services • Clifton Park, NY

6d

About The Position

The Client Service Consultant provides white-glove support to private household clients and builds trusted client relationships. The role serves as the main point of contact for assigned clients, supporting them from onboarding through ongoing service. It involves coordinating client setup, responding to inquiries, partnering with internal teams and external vendors to resolve issues, and helping clients use payroll and HR platforms effectively. The position is sought onsite in the Albany, New York area when possible, with remote employment considered for exceptional candidates in specified states and other locations within New York State outside New York City.

Requirements

• Bachelor's degree in business or a related field, or equivalent experience.
• 4–5+ years of client-facing experience in client services, account management, or customer support.
• Experience supporting high-level or VIP clients.
• Strong written and verbal communication skills, with the ability to convey information clearly and professionally.
• Ability to manage multiple priorities in a fast-paced environment.
• High attention to detail, accuracy, and follow-through.
• Proficiency with Microsoft Office Suite, CRM tools, and payroll/HR software.
• Ability to handle confidential information with discretion and professionalism.
• Service-oriented mindset with strong problem-solving and ownership skills.

Nice To Haves

• Professional certifications such as FPC or a customer service/customer experience certification.
• Familiarity with payroll operations and payroll tax regulations.

Responsibilities

• Serve as the main point of contact for assigned clients, managing relationships from onboarding through ongoing service.
• Provide high-quality, timely, and accurate assistance to meet client needs and expectations.
• Deliver white-glove service through proactive communication, reliability, and personalized follow-up.
• Coordinate new client setup and implementation to ensure smooth transitions and accurate data capture.
• Partner with Payroll, Tax, HR, and Insurance teams, as well as external vendors, to resolve complex issues.
• Maintain knowledge of payroll systems, payroll tax compliance, and HR principles to support client inquiries.
• Identify opportunities to improve client processes and contribute to service enhancements.
• Maintain accurate and thorough documentation of client interactions.
• Collaborate with team members to uphold consistent service standards and share updates.
• Engage proactively with clients to gather feedback, anticipate needs, and promote satisfaction and retention.
• Support clients in using payroll and HR platforms effectively to enhance their independence.

Benefits

• Collaborative and supportive team environment.
• Opportunities for professional development.
• Growth potential within the organization as you build expertise, take on additional responsibilities, and contribute to the team's continued success.

What This Job Offers

• Job Type: Full-time