Client Service Consultant
About The Position
Are you passionate about delivering exceptional service and building trusted client relationships? Join our dedicated team as a Client Service Consultant, where you'll play a key role in providing white-glove support to private household clients. In this position, you'll ensure every client interaction is handled with care, accuracy, and professionalism-creating seamless experiences from onboarding through ongoing support. Location: We are seeking an onsite team member in the Albany, NY area whenever possible. For exceptional candidates, we are open to remote employment for individuals residing in AZ, FL, GA, ID, IL, MA, MD, MN, MO, NC, OH, PA, SC, TX, VA, WY or other locations within New York State (outside of New York City).
Requirements
- Bachelor's degree in business or 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 communication skills-both written and verbal-with the ability to convey information clearly and professionally.
- Proven 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 Customer Service/Customer Experience
- 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, ensuring client needs and expectations are met.
- 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 internal teams (Payroll, Tax, HR, and Insurance) and external vendors to resolve complex issues
- Maintain strong knowledge of payroll systems, payroll tax compliance, and HR principles to support client inquiries.
- Identify opportunities to improve client processes and contribute to overall service enhancements.
- Maintain accurate and thorough documentation of all 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 long-term satisfaction and retention.
- Support clients in using payroll and HR platforms effectively to enhance their independence.
Benefits
- Opportunities for professional development and growth.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
