Client Services Specialist

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

Our Newest Opportunity: 

OVERVIEW DESCRIPTION:

The Client Service Specialist is a client focused role, responsible for providing support and proactively managing and optimizing the accounts for the clients they work with.  The Client Service Specialist will address all needs of the clients, including routine payroll data entry as well as assisting with general client inquiries.  This position requires a strong desire to provide excellent customer service, attention to detail, and a strong knowledge of iSolved.  The Client Service Specialist is also responsible for providing first level support for incoming calls from the phone queue.

The Client Service Specialist role is a frequent point of contact for our clients and will make a powerful positive impression with every encounter.

WHAT YOU WILL DO:  

• 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.

WHO YOU ARE:   

• Associates degree required. Bachelor’s degree preferred or equivalent experience.
• Strong interpersonal and customer service skills, with the ability to communicate effectively, both verbally and in writing.
• Excellent time management skills, ability to meet deadlines, prioritize and manage several tasks effectively.
• SaaS experience preferred.
• Ability to learn technology quickly through instruction and self-training.
• Attention to detail & results oriented.

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!