The Client Services Specialist II is responsible for data entry of new client information, conducting welcome calls, processing payroll documentation, auditing reports for errors, distributing paychecks, and assisting clients via phone and email. Additionally, the specialist must establish positive client relationships, deliver accurate and on-time services, maintain records, and respond to client and agency requests regarding payroll implementation. Qualifications include a business degree or equivalent experience, required certification within 18 months, and the ability to prioritize tasks, analyze procedures, maintain confidentiality, and work as part of a team.

1. Job Description
Job Title: Client Services Specialist II
Reports To: Client Services Manager
Exemption Status: Non-Exempt
Location: Hunt Valley, MD
Objective: Responsible for the data entry, service and implementation of direct clients to ensure the efficient operation of
the service team.
Essential Functions:
 Responsible for keying new client information for account setup including company and employee related data into
payroll and time and attendance systems as needed
 Responsible for client welcome calls within 24 hours of receipt of setup kit as needed
 Receive and process payroll input documentation from assigned clients
 Prepares and inputs payroll data
 Audits payroll-processing reports for errors
 Process manual checks as required
 Distribute paychecks and pay advice forms
 Assists with supporting clients via telephone, email and online tracking
 Establishes positive relationships with new clients
 Delivers an on-time and accurate product/service
 Maintains accurate records of account standing and levels of completion
 Responds to requests from clients and external agencies on matters relating to the implementation and payroll of the
client
 Responsible for implementation and service for ancillary products including workers’ compensation,
 Responsible for learning and understanding system functionality, departmental processes and procedures as they
pertain to payroll, tax, ancillary products and time and attendance knowledge
 Responsible for training Service Specialist I on position/team related tasks
Qualifications:
 Four-year degree in Business Management or relevant field of study or equivalent service experience preferred;
Service Bureau experience recommended, but not required
 FPC certification required and maintained or CPP certification within 18 months of hire/transfer/eligibility
 A demonstrated commitment to customer service

2.  The ability to organize and prioritize tasks in order to meet strict deadlines
 The ability to analyze procedures and make effective recommendations
 The ability to maintain, in the strictest confidence, information received concerning confidential matters
 Ability to prioritize multiple responsibilities and pay close attention to detail on many varied tasks
 Computer system proficiency required; and the ability to work with others in a team environment is required.