Client Services Specialist

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🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Manage a client list or manage clients out of the service queue and provide exceptional customer service. • Research, troubleshoot and resolve client inquiries, as part of ongoing support for your client set. • Educate customers on how to use the system to process payroll. • Assist clients with payroll support and general inquiries. • Participate in the Client Service team meetings. • Take incoming customer phone calls from the support queue. • Accurately and completely document all customer interactions in our CRM system. • Facilitate cross-departmental interaction with other teams, to ensure open communications for the benefit of our clients’ success. • Continuously seek out process improvement opportunities and take ownership to implement positive change. • Assist in the Distribution function and other areas as needed.

🎯 Requirements

• Associates degree required • Bachelor’s degree preferred or equivalent experience • Strong interpersonal and customer service skills • Excellent time management skills • SaaS experience preferred • Ability to learn technology quickly through instruction and self-training • Attention to detail & results oriented

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Flexible work arrangements • Professional development opportunities