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Client Experience Coordinator jobs in United States
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Bankers Surety · 21 hours ago

Client Experience Coordinator

DecisionHR is a company dedicated to providing exemplary customer service to clients and their employees. The Client Experience Coordinator supports the Client Experience team by assisting with employment-related data, client training, and developing positive relationships to ensure client satisfaction and retention.
Financial ServicesInformation TechnologySecurity

Responsibilities

Assist Client Experience Specialist or Account Manager in providing employment-related data and preparing required reports for clients in a timely manner
Assists with client training on organization software
Utilization of workflow tracking tools
Gain thorough knowledge of the client’s business model, pay practices, and service needs
Communicate with clients on an as-needed basis to understand their needs and desired outcomes
Develop and foster positive relationships to ensure client satisfaction and retention
Provide webinars and demonstrations of software and technology capabilities
Report and spreadsheet generation

Qualification

Customer serviceMicrosoft ExcelAnalytical skillsInterpersonal skillsCommunication skillsHuman Resource Information SystemsSalesforcePEO industry experienceAttention to detailProblem-solvingTeam-orientedConfidential information handlingPresentation skillsFast-paced environment

Required

High School diploma or equivalent
Excellent verbal, written, presentation and communication skills. Employee must be comfortable speaking either on the phone, via Zoom, or in-person with clients
Strong attention to detail and ability to meet deadlines
Ability to successfully complete tasks in a fast-paced, flexible and team-oriented environment
Proactively address client concerns and potential issues
Strong interpersonal skills and the ability to build relationships with team members, clients, and prospects
Strong analytical and critical thinking skills
Commitment to providing superior customer service
Ability to independently resolve issues and make good decisions
Experience working with confidential information
Intermediate knowledge of Microsoft Excel

Preferred

Bachelor's or associate's degree or closely related field
Working knowledge of Human Resource Information Systems, and WorkLio is a plus
Knowledge of Salesforce is a plus
Experience in the PEO industry is a plus

Company

Bankers Surety

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Florida based financial security company.

Funding

Current Stage
Late Stage
Company data provided by crunchbase