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Client Services Representative I

Description

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.


While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.


We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.


Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.


Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!


This is a 100% in-office role based at our Schaumburg, IL location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.   


Position Overview:
As the Account Manager, I play a pivotal role in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. By effectively utilizing available resources and prioritizing issues, the Account Manager I deliver outstanding customer service. The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining and enhancing client relationships.    


Location: Schaumburg, IL

Compensation: $25/hour

Reports To: Client Services Team Lead

Schedule: Monday - Friday in office, 9:00am - 6:00pm (CST)

 

Responsibilities  

  • Issue Resolution – Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary.   
  • Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions.   
  • Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction.   
  • Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed.   
  • Continued Learning – Dedicated to personal and professional growth, stay current by completing educational courses and assigned training within designated timeframes.   

Expectations  

  • Dependability/Follow-Up: Proficiently multitask, respond promptly, and ensure timely follow-up.  
  • Problem Solve:  Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information.  
  • Communication:  Exhibit professional written and verbal communication consistently with internal and external stakeholders.  
  • Guidance – Provide clients with guidance on HR and Payroll best practices, software change management, and alignment with Paylocity products.  

Education and Experience 

  • Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM. 
  • Experience in customer service or previous client interfacing role strongly preferred  
  • Experience in payroll a plus 
  • Preferred certifications (CPP, FPC, APA, and/or SHRM-CP certified)  
  • Strong written communication skills for business correspondence  
  • Self-starter with the ability to handle multiple projects at once 
  • Proficiency in Microsoft Office suite 

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.


We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.


We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.


The pay for this position is $25/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.  

Average salary estimate

$52000 / YEARLY (est.)
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$52000K

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What You Should Know About Client Services Representative I, Paylocity

Join Paylocity as a Client Services Representative I in Schaumburg, Illinois, where you will play an integral part in enhancing client relationships and resolving payroll and HR challenges. At Paylocity, we pride ourselves on delivering exceptional, cloud-based HR and payroll solutions that empower businesses to optimize their workforce. You’ll utilize your problem-solving skills and technical expertise as the main point of contact for your assigned clients. Your work will include handling inbound and outbound interactions that could take place over phone calls, email, and Zoom meetings, all while providing outstanding customer service. To thrive in this role, you should enjoy multitasking, communicating clearly both verbally and in writing, and collaborating with internal teams to find solutions. In addition, you’ll need a keen eye for detail and a commitment to continuous learning to stay updated with the latest HR best practices. At Paylocity, we value our team members and provide great benefits, including medical and dental coverage, a 401(k) match, and plenty of opportunities for career development. If you're ready to take on big challenges in a supportive environment, we would love to see you apply with us!

Frequently Asked Questions (FAQs) for Client Services Representative I Role at Paylocity
What are the primary responsibilities of a Client Services Representative I at Paylocity?

As a Client Services Representative I at Paylocity, your primary responsibilities include troubleshooting client payroll and HR issues, maintaining exceptional customer relationships, and managing your workload to ensure timely resolutions. You'll collaborate closely with internal teams to deliver effective solutions that meet client needs while adhering to service metrics.

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What qualifications do I need to become a Client Services Representative I at Paylocity?

To become a Client Services Representative I at Paylocity, you’ll need a bachelor's degree, or an associate degree with five years of experience in human capital management. Customer service experience is strongly preferred, along with strong written communication skills and proficiency in Microsoft Office. Certifications like CPP, FPC, or SHRM-CP are a plus!

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What does the training and professional development look like for a Client Services Representative I at Paylocity?

Paylocity is dedicated to your personal and professional growth. As a Client Services Representative I, you'll be required to complete various educational courses and training designated within your role, ensuring you're up-to-date on HR best practices and Paylocity's software solutions, fostering a culture of continuous learning.

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How does Paylocity support its employees as a Client Services Representative I?

Paylocity offers a comprehensive benefits package to support its employees, including medical, dental, vision coverage, a 401(k) match, and various perks that cater to your personal and financial needs. The company believes that employees are at the heart of its operations, and thus invests in their success.

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Can you describe the work environment for a Client Services Representative I at Paylocity?

The work environment for a Client Services Representative I at Paylocity is dynamic and collaborative, situated in our Schaumburg office, where you will engage with your colleagues and clients directly. The role requires you to be present in the office five days a week, fostering strong teamwork and communication.

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Common Interview Questions for Client Services Representative I
How do you handle difficult customer situations as a Client Services Representative I?

When faced with a difficult customer situation, it's vital to maintain composure and empathy. Start by actively listening to the client to fully understand their issue, then reassure them that you are there to help. Offer clear solutions and follow up afterward to ensure their satisfaction.

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What strategies do you use to keep track of multiple client issues?

I utilize organizational tools and techniques such as task management software or spreadsheets to keep track of each client's issues. Prioritizing tasks based on urgency and client needs allows me to stay organized and ensure that no issue is overlooked.

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Can you describe a time when you successfully resolved a complex problem for a client?

In a previous role, I encountered a complex issue involving payroll discrepancies. I analyzed the data, collaborated with the technical team for insights, and communicated step-by-step solutions to the client. This proactive approach led to a swift resolution, earning positive feedback from the client.

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What role does communication play in client success?

Communication is critical to client success, as it builds trust and clarity. Regular updates and transparent dialogues allow clients to feel informed and valued, which in turn fosters long-lasting relationships and enhances satisfaction.

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How do you measure your success as a Client Services Representative I?

I measure my success by tracking performance metrics such as response time, resolution rates, and client feedback. Consistently achieving these metrics demonstrates my commitment to clients and Paylocity's goals.

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Why do you want to work for Paylocity as a Client Services Representative I?

I'm drawn to Paylocity’s commitment to innovation and employee empowerment. The company’s focus on creating a supportive culture aligns with my personal values. I want to contribute to a team that genuinely cares about customer success and employee development.

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What skills do you think are essential for a Client Services Representative I?

Key skills for a Client Services Representative I include problem-solving abilities, strong communication skills, multitasking capabilities, and a good understanding of HR processes. These skills enable representatives to address client needs effectively and deliver exceptional service.

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How do you approach learning about new software or tools?

I approach learning new software with curiosity and an open mind. I first dedicate time to explore the tool, utilize available resources like tutorials, and practice using it in real scenarios. Engaging with colleagues for tips and insights also enhances my learning experience.

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Can you provide an example of how you've provided excellent client service?

In a past role, I received a client call about a critical system outage. I remained calm, gathered relevant information swiftly, and coordinated with our technical team to resolve the issue quickly. The client's appreciation for my responsiveness reinforced my dedication to excellent service.

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What inspires you to pursue a career in client services?

I'm inspired to pursue a career in client services because I enjoy helping others and solving problems. Being at the forefront of client interactions allows me to make a meaningful impact while fostering relationships that contribute to business success.

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Paylocity offers an intuitive, easy-to-use HR and payroll product suite that helps businesses tackle today’s challenges while moving them toward the promise of tomorrow. Known for its unique culture and consistently recognized as one of the best p...

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DATE POSTED
April 24, 2025

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