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RESPONSIBILITIES
CBIZ’s Human Capital Management (HCM/HCA) division provides comprehensive
workforce and HR solutions designed to help organizations attract, retain, and
optimize their talent. The team partners with clients across areas such as
payroll, benefits administration, HR technology, compliance, and workforce
strategy, delivering scalable solutions that support business growth. By
combining consultative expertise with technology-enabled services, CBIZ HCM
helps clients streamline operations, enhance the employee experience, and drive
long-term organizational performance.
We are seeking a highly motivated and detail-oriented individual to join our
team as a Client Service Account Manager. In this role, you will be responsible
for providing exceptional client service and technical support for our Centrally
HR product. You will serve as the primary point of contact for our clients,
assisting them with system navigation, troubleshooting issues, and ensuring
smooth operation of our software solutions. The ideal candidate is a proactive
problem solver who looks beyond immediate requests to deliver added value,
anticipates client needs, and communicates complex concepts clearly. They thrive
in fast-paced environments, demonstrate strong critical thinking skills, and
take ownership of client success.
Essential Functions and Primary Duties
Under direct supervision, manages the day-to-day of services for an assigned
block of accounts
Offer assistance with account management and technical support of UKG
products
Work collaboratively with team members to ensure collective accountability
for client success and consistent service delivery across all accounts
Provide the high levels of customer satisfaction by delivering timely
resolutions and executing customer-focused commitments
Serve as a trusted advisor by anticipating client needs and recommending
solutions, resources, and process improvements
Troubleshoot complex system issues by gathering information, identifying
patterns, and determining effective solutions
Collaborate with internal teams to resolve complex client issues and escalate
client concerns when appropriate
Communicate technical concepts in a clear, professional, and
easy-to-understand manner
Build strong client relationships through responsiveness, empathy, and
professionalism
Lead client meetings, presentations, and regular check-ins as needed
Proactively identify opportunities to improve system functionality and client
satisfaction
Conduct regular system audits to ensure data accuracy, integrity, and
compliance
Maintain data integrity and quality with any applicable software on a timely
basis
Manage multiple priorities, deadlines, and client requests while maintaining
attention to detail
Handle a high volume of client cases, emails, and phone calls while remaining
organized and solution-focused
Preferred Qualifications
Bachelor's Degree
Minimum 1-2 years of payroll experience
Experience in HRIS or Human Capital Management software preferred
Experience supporting HR, payroll, timekeeping, or business software systems
preferred
Experience with UKG Ready Talent is a plus
Previous experience in a client service, account management, or system
integration environment
QUALIFICATIONS
Minimum Qualifications
High School Diploma or GED equivalent required; Bachelor's degree preferred
3 years of experience in industry or related field
Strong communication skills both oral and written with all levels of an
organization, both internally and externally
Must obtain and preserve required licenses/certifications as required
Proficient use of applicable technology
Able to work in a team environment as well as independently
Demonstrated ability to communicate verbally and in writing throughout all
levels of organization, both internally and externally
Travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major
markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an
environment where team members are appreciated, recognized for their
contributions, and provided with opportunities to grow, both personally and
professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of
accounting services in the United States. CBIZ CPAs is an independent CPA firm
that provides audit, review and attest services, while CBIZ provides business
consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs
operates under its previous name, Mayer Hoffman McCann P.C.