Client Service Consultant

GTM Payroll Services•Clifton Park, NY

1d•Hybrid

About The Position

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.

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.