Trucordia · 1 day ago
Client Experience & Onboarding Specialist
Midvale, UT, USA
Full-time
Onsite
New Grad, Entry LevelTrucordia is a fast-growing PEO company seeking a Client Experience & Onboarding Specialist to enhance client and employee interactions. The role involves managing onboarding processes, providing support for payroll inquiries, and ensuring compliance with documentation requirements.
ConsultingProperty & Casualty InsuranceProfessional ServicesBusiness DevelopmentInsuranceRisk Management
Responsibilities
Serve as a first point of contact for clients, employees, and visitors via phone, email, and in person
Provide professional, timely, and courteous support to client and employee inquiries
Build and maintain positive relationships by delivering a high level of service and responsiveness
Assist clients and employees with general questions related to onboarding, payroll processes, and documentation
Coordinate and manage new hire onboarding processes, ensuring timely completion of all required documentation
Assist employees with completion of I-9, W-4, and other federal, state, and company-specific forms
Verify documentation for accuracy and completeness in compliance with federal and state regulations
Enter and maintain new hire data within payroll and HR systems
Track onboarding status and follow up as needed to ensure deadlines are met
Manage front desk operations, including greeting visitors and directing inquiries appropriately
Maintain organized electronic and physical records with strict attention to confidentiality
Assist with general administrative tasks such as document preparation, scanning, filing, and data entry
Support internal teams with onboarding-related coordination and communication
Identify opportunities to improve onboarding workflows and client experience
Collaborate with internal departments to ensure seamless service delivery
Maintain up-to-date knowledge of onboarding requirements, policies, and procedures
Qualification
Required
High school diploma or equivalent
Strong customer service and interpersonal skills
Excellent attention to detail and organizational skills
Ability to handle sensitive and confidential information with discretion
Proficiency in basic office software (email, word processing, spreadsheets)
Strong written and verbal communication skills
Benefits
401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance
Company
Trucordia
A top 20 U.S.
Founded in 1987
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
BHMS Investments
2021-11-02Acquired
2017-03-02Private Equity
Leadership Team
Adrienne Richards Wall
Regional Human Resources Business Partner, SHRM-CP, PHR
Allison Hamilton, PHRca, SHRM-CP
HR Director of Agency Partnership
Recent News
2024-04-24
Yahoo Finance
2024-04-06
Company data provided by crunchbase