Client Services Representative

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers
- New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.

Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers
- New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.

Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

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Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

We are looking to hire a temporary Client Services Representative to support our Benefits Administration team. This position will begin in September and run through March 2027.

• Support large volumes of inbound and outbound contacts promptly.
• Identify customer needs, clarify information, research issues and provide next steps and solutions.
• Keep detailed records of contacts in the agent ticketing system.
• Maintain ownership of contact experience and resolution for assigned casework.
• Follow compliance guidelines and reference job aides when addressing varying topics.
• Accurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases.
• Maintain awareness of client updates, policy or procedure changes
• Ability to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys
• Project a professional attitude and positive image.
• Build sustainable relationships with internal service partners.
• Complete educational seminars to enhance knowledge, performance and maintain continuing educations requirements.
• Demonstrate strong soft skills, including active listening, empathy, and adaptability. Anticipate customer needs and tailor responses accordingly.
• Adhere to attendance and punctuality standards.
• Adapt to change and meet the changing demands of the work environment.
• Assist other department personnel as needed due to fluctuating workloads.
• Complianc…