Client Services Representative

2 days ago


Medford, Oregon, United States CornerstonePEO, LLC Full time
Job Description

Cornerstone PEO is seeking a highly skilled Client Services Representative to join our team. As a key member of our Client Services team, you will be responsible for managing client accounts, building relationships with business executives, and ensuring payroll processing and account revenue monitoring.

This role offers an exciting opportunity to work with experienced individuals in the payroll and PEO industry. As a remote and salaried position, you will have the flexibility to work from anywhere while still being able to report to our New Jersey office on an as-needed basis.

Key Responsibilities:

  • Oversee timely processing of weekly, bi-weekly, semi-monthly, and/or monthly payroll for a portfolio of clients operating in various states.
  • Actively communicate with clients to understand their processes and business goals.
  • Partner with client stakeholders to identify areas for process improvement.
  • Communicate with the internal Cornerstone PEO team to provide exceptional services to accommodate client business needs.
  • Monitor client revenue and work with clients to understand fluctuations in revenue.
  • Report revenue changes that may trigger changes to Workers Compensation rates and/or other charges and fees.
  • Notify appropriate managers and teams on non-reporting clients and/or necessary terminations of non-reporting clients.
  • Participate in weekly company-wide and department meetings.
  • Assist in ad hoc projects.

Qualifications:

  • Bachelor's degree, preferably in finance, accounting, and/or human resources.
  • A minimum of five years of experience in the payroll and/or PEO industry.
  • Knowledge of federal and state regulations related to Payroll Administration.
  • Excellent communication and organizational skills, with a strong focus on customer service and time management.
  • Ability to maintain confidentiality and HIPAA compliance standards.
  • Strong organizational and project management skills.
  • Ability to work independently and prioritize tasks in a fast-paced environment.
  • Strong computer skills, including Excel, Word, and Microsoft Office Suite.
  • Additional certifications related to Payroll Administration are a plus.


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