About the Role
Join our dedicated team as a Client Service Consultant, where you'll play a key role in providing white-glove support to private household clients. Ensure every client interaction is handled with care, accuracy, and professionalism, creating seamless experiences from onboarding through ongoing support.
Responsibilities
- Serve as the main point of contact for assigned clients, managing relationships from onboarding through ongoing service.
- Provide high-quality, timely, and accurate assistance, ensuring client needs and expectations are met.
- Deliver white-glove service through proactive communication, reliability, and personalized follow-up.
- Coordinate new client setup and implementation to ensure smooth transitions and accurate data capture.
- Partner with internal teams (Payroll, Tax, HR, and Insurance) and external vendors to resolve complex issues.
- Maintain strong knowledge of payroll systems, payroll tax compliance, and HR principles to support client inquiries.
- Identify opportunities to improve client processes and contribute to overall service enhancements.
- Maintain accurate and thorough documentation of all client interactions.
- Collaborate with team members to uphold consistent service standards and share updates.
- Engage proactively with clients to gather feedback, anticipate needs, and promote long-term satisfaction and retention.
- Support clients in using payroll and HR platforms effectively to enhance their independence.
Requirements
- Bachelor's degree in business or related field, or equivalent experience.
- 4-5+ years of client-facing experience in client services, account management, or customer support.
- Experience supporting high-level or VIP clients.
- Strong communication skills-both written and verbal-with the ability to convey information clearly and professionally.
- Proven ability to manage multiple priorities in a fast-paced environment.
- High attention to detail, accuracy, and follow-through.
- Proficiency with Microsoft Office Suite, CRM tools, and payroll/HR software.
- Ability to handle confidential information with discretion and professionalism.
- Service-oriented mindset with strong problem-solving and ownership skills.
- Professional certifications such as FPC or Customer Service/Customer Experience.
- Familiarity with payroll operations and payroll tax regulations.
Skills
- Client Service
- Account Management
- Customer Support
- Communication
- Microsoft Office Suite
- CRM tools
- Payroll software
- HR software
- Problem-solving
- Ownership
Location
- Albany, NY
- Remote (AZ, FL, GA, ID, IL, MA, MD, MN, MO, NC, OH, PA, SC, TX, VA, WY)
- Remote (New York State outside of New York City)
Work Type
- Onsite
- Remote
Experience Level
- 4-5+ years
Education Level
- Bachelor's degree or equivalent experience
Benefits
- Opportunities for professional development and growth.
About the Company
- Collaborative and supportive team environment.
- Commitment to excellence and client satisfaction.
- Values exceptional service, integrity, and lasting client relationships.
