The Client Integration Consultant plays a pivotal role in the successful implementation of small business companies to Aspen HR's systems and services. This position is responsible for guiding clients and their employees through the onboarding process, facilitating benefits enrollment, assisting with HRIS setup and training, and processing payroll - all while providing a white-glove customer experience. This requires a combination of excellent communication skills, attention to detail, and a deep understanding of PEO services and client needs.
Primary Responsibilities:
- Serve as the single point of contact for new clients through the implementation phase.
- Create and maintain the implementation project and timeline in provided tools, assigning tasks to responsible parties, and ensuring all tasks are completed timely.
- Collect all required forms and files from the Aspen HR sales Dept. and the client. Review all files and forms for accuracy.
- Connect clients with background check, labor poster, and Everify services.
- Configure new hire onboarding workflows in the HRIS, import employee data to begin the onboarding process, and assist employees as needed.
- Audit the benefits enrollment system prior to go-live. Assist employees through the process.
- Create benefits materials and conduct webinars, as needed.
- Configure PTO plans, GL files, client sponsored 401k plans, and other HRIS components.
- Provide client and manager user access; provide system training and ongoing support.
- Audit employee data, payroll calculations, and benefits billing and deductions on mock payroll.
- Audit every payroll as per the procedures set forth by the payroll and benefits depts.
- Track and manage all inbound requests from clients and employees in the ticketing system.
- Manage time and resources to facilitate multiple implementation projects simultaneously.
- Work collaboratively with all departments, including Sales, HR, Benefits, Payroll, Tax, ITS and Finance to coordinate and deliver Aspen's products and services to new clients.
- Remain in constant communication with teammates and management.
- Maintain confidentiality of all client, corporate, and employee information.
- Other projects and responsibilities as directed by manager.
- Occasional travel.
Education:
Bachelor's degree in business administration, human resources, or related field preferred; equivalent combination of education, certifications, and experience.
Experience:
Minimum of two years of PEO/ASO implementation experience, payroll and benefits administration, and general HR knowledge.
Other Knowledge, Skills and Abilities:
- Top notch customer service skills, general HR knowledge with expertise in payroll and benefits implementation.
- Excellent verbal and written communication skills, conveying information with confidence and clarity, and critical thinking skills.
- Proficient in MS Office Suite.
- Knowledge of HRIS systems and overall technical proficiency.
- Excellent organization and time management skills.