Payroll & Client Service Specialist (UKG Ready required)
About The Position
The UKG Ready Payroll & Client Service Specialist “CSR” is responsible for delivering high quality payroll, technical support, and training to POA clients and internal teams. This role focuses on optimizing the UKG Ready platform experience across the Payroll, HRMS, and TLM modules. The ideal candidate is resourceful, detail oriented, and comfortable navigating client communication, backend system configuration, and operational processing needs. Their primary function is maintaining a book of key accounts utilizing the UKG Ready platform. The CSR will be responsible for inputting and processing payroll data accurately and timely. The CSR will conduct client trainings and assist in adding any additional products as needed. The CSR will be responsible for other duties as assigned by Management.
Requirements
- High degree of technical ability within the UKG Ready platform, including the ability to train clients, troubleshoot issues, and successfully import data
- Expert level knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits
- Familiarity with TLM Pay Calc 2.0
- Excellent written and verbal communication skills
- High degree of documented Excel skills, including functions, formulas, pivot tables, and V-lookups
- Strong facilitation, analytical, and critical thinking skills, with the ability to gather and analyze information
- Able to work effectively independently and in a team environment, with strong organizational skills and the ability to multi-task, meet deadlines, and adapt to changing priorities
- Detail-oriented with excellent Microsoft Office skills
Nice To Haves
- Current FPC or CPP Designation - Preferred
- 3 - 5 years of Payroll Service Bureau Experience - Preferred
- College Degree Preferred
Responsibilities
- Maintain a book of business
- Coordinate client training activities within a book of business
- Attend client hand-off meetings with the Implementation Team
- Provide quality control over data integrity for all clients
- Act as back-up for teammates as needed, ensuring overall team service excellence
- Maintain a high degree of technical competence and industry/market expertise
- Comply with all company work rules, standards, policies, and procedures at all times
- Continuously improve professional skills by actively participating in internal and external development opportunities
- Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests
- Actively seek to grow POA business by identifying and acting on sales opportunities
- Develop and maintain positive and productive relationships with POA leadership, peers, co-workers, teammates, IOA employees, and all clients
- Ensure beneficial outcomes using discretion and judgment
- Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team
- Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues
- Demonstrate integrity and leadership
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
