Client Service Specialist

Job type: Full-time.

Locations: 3131 Camino del Rio N, Ste 650, San Diego, CA 92108.

Role Summary:

We are seeking a Client Service Specialist to join TEAM. This role serves as the primary point of contact for clients and plays a key part in shaping the overall client experience. It also functions as a central liaison between clients and internal departments to ensure smooth communication and efficient service delivery.

The Client Service Specialist is actively involved in onboarding new clients, accounts, and employees, while also managing a wide range of internal and external inquiries on a daily basis. Success in this position requires exceptional verbal and written communication skills, a polished and professional demeanor, and strong organizational abilities to manage multiple priorities and deadlines with ease.

The ideal candidate is solutions-oriented, thrives in a fast-paced environment, and can operate independently while maintaining a high level of attention to detail. This individual contributor role reports directly to the Director of Client Operations.

What you will do:

• Serve as a trusted partner and primary point of contact for clients, building strong relationships through effective communication and reliable support.
• Respond promptly to client inquiries via phone and email, ensuring accurate, clear, and timely resolution by collaborating with internal teams.
• Manage end-to-end onboarding and offboarding processes for client accounts and employees, coordinating closely with HR, Payroll, and other departments.
• Lead or support onboarding presentations for new clients and accounts, providing a clear overview of services and setting expectations for partnership.
• Set up payroll and employment terms for new TEAM employees in compliance with all applicable state and federal regulations.
• Guide clients through time card submission and process initial payrolls as needed.
• Configure payroll and account setup details, including contracts, account deposits, and customized client policies.
• Audit employee records and system updates to ensure accuracy and data integrity.
• Collaborate with internal teams, including the Director of Client Services, HR, and Payroll, to resolve service issues and escalate concerns as necessary.
• Participate in cross-functional projects aimed at improving internal operations, client services, or system efficiencies.
• Support other department or company initiatives as needed to achieve broader business goals.

What we are looking for:

• High school diploma or equivalent. Some college experience is preferred.
• Minimum of 3 years HR, customer service, sales, and/or administrative experience, preferably in a role exposed to Payroll and/or HR functions. Multi-state experience is a plus.
• Experience at a staffing company or PEO, a plus.
• Demonstrated ability to represent the company and department professionally in all interactions. Experience working with multiple levels of employees (front-line, management, executive management). Ability to quickly build trusted relationships, both internally and externally.
• Ability to think creatively to deploy flexible solutions
• Ability to work well in a fast-paced team environment requiring strong organizational and time management skills, ability to multi-task, and collaboration with multiple participants.
• Demonstrate strong attention to detail, with the ability to also see the big picture and evaluate situations from multiple angles.
• Possess exceptional written and verbal communication skills, with proven ability to convey critical information in a clear and concise manner.
• Handle confidential information with sensitivity.
• Possess proficient knowledge of MS office applications such as Word, Excel, Google Workspace, and Outlook.

Company-sponsored medical, dental, and vision plan for employees and their dependents, 401(k) participation and match after 1 month of continuous service, wellness program, learning development program, life insurance, long-term disability coverage, charitable contribution matching, volunteer time off, and employee assistance program.  In addition to accrued vacation time and sick time, TEAM recognizes 12 paid federal holidays. For team members based in the San Diego office, we provide daily catered meals, weekly massages, an onsite fitness center, a fully stocked pantry, happy hours, free parking, and much more.

Company Description:

TEAM Risk Management Strategies (www.teamemployer.com) is the national leader in the outsourced household employment market. Founded in 2003, we provide payroll, outsourced human resources, and risk management solutions, enabling individuals to choose and effectively manage their own in-home service providers. Beyond payroll and risk management, we specialize in fanatical customer service and partner with many of the nation’s largest blue-chip banks and financial institutions. 

We are a high-performing team pursuing aggressive growth targets.  We’re proud of our 93% client NPS, 15% organic revenue CAGR, and 99% revenue retention. We like to win, but we also have fun doing it: we have a close-knit family culture and keep things light with our regular team celebrations, games, and events. TEAM is also recognized as a winner of the San Diego Top Workplace award in 2022, 2023, and 2024. 

Our Mission: To bring peace of mind and simplicity to household employment.

Our Vision: To be the top provider for household employment in the US.

Our Values:

• We care deeply. We act with kindness and a deep sense of responsibility towards our clients, our employees, each other, and all.  
• We are thoughtful and thorough. We think through unasked questions because we know that the small things matter. 
• We see challenges as opportunities. We approach adversity with optimism, and embrace even the toughest obstacles for the growth and wisdom they provide. 
• We hold the bar high. We want to be the very best at what we do, we hold ourselves and each other to a high standard, and we will run through walls to achieve our goals. 
• We serve with humility. There is no job too small. Great ideas can come from anyone. 
• We celebrate our success and each other. Knowing how hard we work on all the above, we recognize the importance of celebrating each other and our wins along the journey. 

This role is based in California. The California pay range for this position is $68,000-$70,000 annually. Compensation is based on several factors including but not limited to the applicant’s skills, work experience, knowledge, abilities, education, etc. Note that this range may not apply to employees based outside of California.

Note:

TEAM Risk Management Strategies, LLC is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation, or any other protected characteristic under local, state, or federal law.