Client Services Representative (temporar

Temporary Client Services Representative

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 world\'s leading financial centers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP 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 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.

Job Description

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 2026.

Responsibilities

* 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 education 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.