Client Services Representative
- Company
- Paylocity
- Location
- Rochester, NY
- Work type
- Full Time · On-site
- Posted
- 2026-08-20
Job description
Primary Responsibilities
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
Required
Bachelor’s degree
Proficiency in Microsoft Office suite
Strong written communication skills for business correspondence.
Strong team player with attention to detail
Self-starter with the ability to handle multiple projects at once.
Essential skills: Analytical thinking, problem-solving, time management, communication, and decision-making.
Preferred
CPP, FPC, APA, and/or SHRM-CP certified
Experience in customer service or previous client interfacing role
Experience in payroll and/or call center environment
Physical requirements
Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.