Client Solutions Specialist (UKG Ready) jobs in United States
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Creative Planning · 1 day ago

Client Solutions Specialist (UKG Ready)

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
date2+ years exp

Creative Planning is seeking a Client Solutions Specialist who will serve as a system expert for both implementation and support teams. This role involves troubleshooting errors, resolving client escalations, and reviewing processes for improvements.

ConsultingFinancial Services
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Growth Opportunities
Hiring Manager
Aubri Heitmann
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Responsibilities

Serve as a system expert and guide the payroll and HR implementation teams on best practices
Use research, trial, and error to find tips and tricks to document as 'tidbits'
Review current processes/procedures to find and apply efficiencies
Review UKG release notes, determine relevant updates, and educate the team on roll outs
Audit provided client information compared to the system uploads for data integrity
Serve as an escalation point for client service issues
Make updates to the model company as new standard setups are determined by the team
Troubleshoot and resolve setup errors found during the implementation
Review the overall implementation process and determine ways to streamline
Educate team members on resolved issues to prevent the same mistakes from recurring
Implementation/HRIS and Support coverage/training/guidance on existing and new topics
Collaboration within the team and other solutions
Additional duties as defined by the business when needed

Qualification

UKG Ready SMEPayroll / HCM systemsHR operations knowledgeTechnical aptitudeAttention to detailTeam collaborationTime management

Required

Bachelor's degree or equivalent experience
2-4 years of experience in Payroll / HCM systems
Knowledge of HR operations, systems, policies and procedures
Technical aptitude
Ability to work in a fast-paced team environment and meet tight deadlines
Meticulous attention to detail
Ability to successfully manage multiple and competing priorities
UKG Ready Subject Matter Expert (SME)

Company

Creative Planning

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Creative Planning is exclusive because their strategy for designing your investment portfolio is different.
dateFounded in 1982
location
Leawood, Kansas, USA
people-size1001-5000 employees
web-link
https://creativeplanning.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
TPGGeneral Atlantic
2024-09-30Private Equity
2020-02-09Seed

Leadership Team

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Peter Mallouk
President & Chief Executive Officer
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Recent News

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Investment News
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Company data provided by crunchbase