Client Services Specialist

Summary Description:

Responsibilities include development and oversight of new client implementation program, on-boarding of new FLORES clients, and the successful transition of new clients to the FLORES business model. The primary focus is to be the gatekeeper of the onboarding team to ensure satisfied new clients and quality professional work that meets FLORES’ high standards. The position also includes specialized projects based on client and business needs.

Essential Job Functions

• Effectively implement the FLORES onboarding process
• Survey clients to determine their training needs
• Offer training service to clients
• Provide Compeat support to employees and clients including setup of new companies and adding modules.
• FLORES Invoice Insights setup and client implementation
• Leading integration of Client to FLORES and managing client until ready for permanent associate assignment.
• Provide financial statement analysis and audit
• Assist BDO Director with new client implementation and CRM set up
• Attend client meetings as required
• Oversee desk coverage and serve as a backup when needed
• Maintain/update all related on-boarding materials
• Participate in projects and training courses to enhance departmental processes
• Maintain a keen understanding of industry standards and training trends, developments, and best practices
• Setup of Payality payroll platform and provide client support on its functionality
• Payroll Processing
• Respond to routine customer inquiries
• Assist with Consulting Services team on projects as assigned
• Maintain confidentiality of clients
• Perform other duties as assigned

Knowledge, Skills and Abilities

• Solid interpersonal and analytical skills
• Demonstrated leadership abilities
• Strong verbal, listening and written communication skills required
• Proficiency with basic Microsoft Office applications
• Degree in accounting or a related area is preferred
• Ability to multi-task, work under pressure and meet deadlines
• Minimum of two years payroll experience
• Ability to communicate effectively and professionally with clients and others
• Ability to follow pre-established guidelines to perform a variety of functions
• Ability to follow professional appearance and dress code guidelines
• Strong organizational and problem solving skills
• Ability to work independently