Associate, Client Success

Trinet Bradenton , FL 34205

Posted 1 week ago

TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers' compensation insurance.

TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If you're passionate about innovation and making an impact on the large SMB market, come join us as we power our clients' business success with extraordinary HR.

JOB SUMMARY/OVERVIEW

The Client Success Associate supports clients with their utilization of our HR products and services, including payroll and benefits administration, HRIS, and cloud products. The Sr. Client Success Associate will interface with clients at all levels of management including senior executives to ensure success in their business processes related to HR, payroll and benefits. The Sr. Client Success Associate will employ expertise in systems and reporting to offer value to clients by assisting them with becoming more efficient through the utilization of our technology. In addition, the Client Success Associate will work often with cross-functional teams to focus on enhancing the customer experience.

ESSENTIAL DUTIES/RESPONSIBILITIES

  • Work to resolve general client issues related to HR, payroll, benefits, reporting and our HRIS system.

  • Organize and prioritize work to ensure timely, effective, efficient, and economic delivery of services.

  • Deliver excellent core standard services to clients.

  • Conduct new client on-boarding process, as necessary; provide support and compliance guidance for basic set-up questions regarding payroll and benefits.

  • Consistently deliver excellent account/relationship management and customer service.

  • Deliver dependable, accurate, appropriate, timely, and easy-to-use value-added solutions to meet clients' needs.

  • Manage open cases to ensure problem resolution in shortest amount of time, while keeping clients regularly informed of status and anticipated resolution date.

  • Handle call overflow as needed.

  • Responsible for taking initiative and action towards professional development.

  • Responsible for managing a book of clients, primarily with 6-19 employees each.

  • Responsible for contributing to high client retention.

  • Other projects and responsibilities may be added at the manager's discretion.

JOB REQUIREMENTS AND QUALIFICATIONS

Education: College degree preferred or minimum of 5 years of Payroll and HR experience.

Training Requirements (licenses, programs, or certificates):

  • FPC Preferred

Experience:

  • Minimum 3 years of customer service, payroll and/or HR experience.

Other Knowledge, Skills and Abilities:

  • Top notch customer service skills.

  • Knowledge in payroll, benefits and compliance management.

  • Strong verbal and written communication skills.

  • Ability to independently resolve issues.

  • Ability to link business need to human capital programs and operational services.

  • Knowledge of and ability to explain and provide guidance on clients' payroll, benefits, reporting and best practices in HR operations.

  • Knowledge and strong understanding of TriNet's practices, policies, processes, systems capabilities and limitations.

  • Ability to gain the cooperation of others in pursuit of company goals.

  • Experience with Microsoft Office.

Work Environment/Other Info

  • Little to no travel required.

  • Work in clean, pleasant, and comfortable office setting

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.

TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact a company manager, a company officer or a TriNet HR representative to request such an accommodation.

#LI-CS1


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
WBS Marketing Client Associate

Wells Fargo

Posted 6 days ago

VIEW JOBS 4/18/2019 12:00:00 AM 2019-07-17T00:00 Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement. Assists financial consultants and financial advisors by providing business development and marketing strategy support. Duties may include: scheduling appointments for new and existing clients and for branch meetings to generate business; preparing portfolio reviews; documenting client contact in ClientLink; working with internal departments and FA on marketing and business development efforts; monitoring and tracking referrals and sales results; draft client mission statements, prepare sales packages; onboard new clients; analyze data from FA book for opportunities ; seminar set up and support; advertising coordination. Required Qualifications * 1+ year of administrative experience, sales support experience, or a combination of both Desired Qualifications * Good client service skills * Strong attention to detail and accuracy skills * Effective organizational, multi tasking, and prioritizing skills * Good verbal, written, and interpersonal communication skills * Financial services industry experience * Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information * Knowledge and understanding of brokerage or administrative support * Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills * Experience interacting directly with customers Street Address FL-Bradenton: 8410 Market St - Bradenton, FL Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. WEALTH INV MGMT/WIM PSI 0175591 WEALTH INV MGMT/WIM PSI Wells Fargo Bradenton FL

Associate, Client Success

Trinet