Client Support Specialist II, Integration

Coastal Payroll • San Diego, CA

6d

About The Position

At Coastal Payroll Services, we are more than payroll. Coastal is a leading provider of human capital management services headquartered in Southern California that supports thousands of clients in California and nationwide. Driven by human connection, we believe in putting people first and have grown a team that genuinely cares about our clients. We promote a workplace that is fast-paced, fun, and creative. Coastal has proudly earned recognition from leading publications for several consecutive years, including the San Diego Business Journal, Inc. 5000, and Fortune, landing on lists celebrating the best places to work and fastest growing private companies. The primary goal of our award-winning team is to have a positive impact on the lives of the clients we are honored to serve. We want our values to shine through every interaction, all conversations, and in every service we provide. We continue to find ways to do more and be better because our clients deserve it.
All team members, wherever they start, have access to our leadership team, which is focused on their success. Through regular one-on-one check-ins and team huddles, we define clear professional goals and strive to meet them together and individually. Coastal nurtures growth for those willing to put in the work. If you are passionate about values, eager to impact the community, and ready to grow personally and professionally, you will be right at home.
Coastal Payroll is currently seeking a dedicated and enthusiastic Client Support Specialist II to join our Client Support - Benefits and Integrations team. As a Client Support Specialist II - Integrations-focused team member, you will play a crucial role in managing and optimizing Workers' Comp and 401(k) integrations for our valued clients. This position is responsible for ensuring accurate, streamlined data transmission between our client, the client's carrier, and our integration partners.

Requirements

• One (1) to two (2) years of experience in customer service and operations within workers' comp, 401(k), and payroll
• A clear understanding of 401(k) plans, Workers' Compensation, CalSavers, the ERISA Act, IRS limitations, and the new Secure Act 2.0 limitations
• Communication Skills: Strong phone and web-based customer service skills, with the ability to communicate clearly and effectively
• Technical Proficiency: Proficiency in Microsoft Office products (Excel, Word, Outlook)
• Proficiency with FileZilla, Smartpay, Salesforce, and SharePoint
• Strong organizational, time-management, and problem-solving skills and the ability to meet tight deadlines
• Be a team player
• Strong verbal and written skills, with a keen eye for detail and accuracy

Nice To Haves

• Bachelor's degree preferred or equivalent work experience

Responsibilities

• Maintain and support workers' compensation integrations for 500+ clients, ensuring accurate data transmission between clients, carriers, and integration partners
• Monitor and manage 401(k) submissions, including manual uploads for discrepancies
• Investigate and resolve discrepancies, cancellations, and voided files in the file feed
• Perform regular audits of payroll deductions and contribution data to ensure accuracy and compliance with plan requirements
• Communicate with internal partners regarding client policy updates and expirations, as well as system errors
• Provide responsive client support via email, meetings, and calls while maintaining detailed records and fostering strong professional relationships
• Maintain and optimize automated data transmission systems to improve efficiency and reduce manual errors.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level