Position Summary
The Client Entry Representative is accountable and responsible for all aspects of quality service for clients. This individual will contact and assist clients in the process of obtaining information for payroll production and tax related issues; verify totals, respond to/resolves client questions and problems and deliver quality customer service. They will have the opportunity to demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Taking payroll over the phone
- Entering client payroll data accurately and in a timely manner
- Performing necessary adjustments to payroll records such as voids, prepaids, etc.
- Assisting with new hire employee training
- Updating employee profiles including insurance coverage amounts, garnishment/levy amounts, and banking information
- Running year to date reports, new hire reports, billing Invoices, etc.
- Determining payroll liabilities for employers desiring to deposit funds to cover both payroll and tax expenses
- Providing excellent written and verbal customer service skills for frequent client interaction
- Attending educational workshops as needed
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Minimum Qualifications (Knowledge, Skills, and Abilities)
- High school diploma
- Proven facility in MS Office, data entry, basic mathematical computations, and office equipment (e.g., multi-line telephone, headset, 10-key or calculator, computer, printer/copier)
- Knowledge of payroll software such as Win Client, Salesforce, Call Day, or ability to learn specific applications
- Ability to take multiple calls at once and ability to handle several open payroll applications
- Professional phone manner and problem-solving abilities
- Excellent written and oral communication skills; ability to read, analyze, and interpret contracts, policies, documents and regulations
- Ability to multi-task and adapt to changes in a fast-paced working environment
Preferred Qualifications
- Experience in payroll and knowledge of legal payroll requirements
- Associate or bachelor's degree in business, administration, or related field
- FPC or CPP Certification