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Client Service Specialist

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Date: Mar 14, 2023

Location: Neenah, WI, US, 54957

Company: J. J. Keller & Associates, Inc.

Requisition #: 17680
Functional Area:  Audit/Risk/Compliance; Account Management; Client Service
Employment Type:  Full-Time
Work Options:  In Office at Location Specified Above
Work Hours:  Mon - Fri 8am - 430pm


Position Summary

J. J. Keller is hiring Client Service Specialists! Are you passionate about helping clients in a non-call center type environment? Are you seeking variety in your day-to-day work? Do you want to work for a company who makes a difference in the lives of their clients, their employees, and your local community? If you answered YES to any of those questions, then this role might be a good fit for you, and we encourage you to check it out further!

As a Client Service Specialist, you will have an assigned account base and will act as a liaison between your clients and J. J. Keller's services to ensure the client's needs are met in an efficient and effective manner. Given the fast growth in the Managed Services department, we’ve had a successful track record of seeing associates join this team and continue to grow in their careers with the company. In this role you will be responsible for:

  • Building relationships with your client base and frequently communicating with them via phone and email.
  • Running and formatting reports to share with your clients. 
  • Collaborating with internal teams to ensure your client base's information and documentation is accurate. 

These positions would work 100% onsite during the training/onboarding period and then hybrid following onboarding.

If you want to learn more, watch the following video to hear from our Associate Director of Client Service:

Why J. J. Keller?

  • Starting wage of $24/hr.+
  • Monday - Friday, with the ability to flex working time
  • Annual Reviews, Merit Increases & Quarterly Bonus Program
  • Medical / Dental / Vision Insurance
  • Tuition Reimbursement, eligible your FIRST DAY
  • 401(k) with Employer Match +  Annual Company-Funded Profit Sharing
  • 17 Days Paid Time Off (PTO) + 8 Paid Company Holidays + 1 Paid Floating Holiday 
  • On-Site Fitness Center + Cafe + Free Wellness Clinic

Job Responsibilities

  • Establishes and maintains relationships with assigned clients and manages client relationship.  Serves as the primary interface between J. J. Keller and the client, to include such tasks as:
    • Maintaining an open line of communication via phone, e-mail, fax, and correspondence
    • Educating clients on regulatory requirements, providing interpretations and best practices
    • Determining clients' needs and how J. J. Keller can best serve those needs
    • Researching and resolving invoice and payment issues
    • Updating client specific profile information
  • Monitors client responsibilities to ensure compliance with service requirements; analyzing compliance trends and if applicable, developing formal improvement programs.
  • Ensures company and client-specific processes and procedures are completed accurately and in a timely manner.  Assists with internal documentation of processes and procedures.
  • Updates and analyzes client-specific reports.
  • Maintains expertise pertaining to applicable local, state and federal regulations in order to provide education and clarification to clients.
  • Assists with the implementation of new clients, including initial audits.
  • Maintains confidentiality of client information under the FCRA, HIPAA, and other regulatory entities.  Adheres to the department's data security policies pertaining to Personal Identification Information.

The Skills & Background We're Seeking

  • Customer interaction experience (such as sales support, retail sales, hospitality, food service, customer service, etc.)
  • High School Graduate or General Education Degree (GED).
  • Proficient in the use Microsoft Office, including intermediate to advanced excel functions preferred. 
  • Strong organizational, problem solving, and communication skills.

Learn more by hearing from one of our Client Service Specialists

“I started with J. J. Keller almost 5 years ago in the Trip Permit department where I enjoyed my role as a Technician. After 2 years, I wanted a change of scenery and looked for a new role internally. My search led me to apply for the Compliance Specialist position mainly due to the client facing aspect.


Each day at J. J. Keller is different than the previous, which makes it exciting and keeps you engaged. The ability to help my clients and the opportunity to create positive client relationships is not only rewarding, but also creates a sense of fulfillment.


What I enjoy most about this position is the problem solving, making our clients feel secure and taken care of, and above all else, the gratitude the client feels after our help and guidance. One of my favorite things about working at J. J. Keller is how supportive and helpful the leadership team is to associates. They are always willing to make time to aid and provide guidance to me in my role. This support is not only comforting, but truly makes a difference to our team, which makes J. J. Keller a great place to work.” - Julie K.

Physical Requirements

Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time. Occasional travel to offsite offices, customer sites and/or industry and training events may also be required, depending on assignment.


Other Information


At J. J. Keller, we are Difference Makers because the work we do truly matters. We protect people’s lives every day. In fact, more than 90% of Fortune® 1000 companies rely on J. J. Keller to help create safe work environments. View our CAREERS video to learn more about being a Difference Maker at J. J. Keller and click here to learn what our associates have to say about life as an associate at J.J. Keller. 

Thank you for your interest in career opportunities with J. J. Keller & Associates, Inc.!  If you experience system-related issues or need assistance with the online application, please call (920) 720-7700.

Not the right role for you, but know someone who could be a great fit? Refer them to us through our Professional Referral Program and you will earn a cash payment if your referral is hired. Learn more here.

J. J. Keller & Associates, Inc. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Nearest Major Market: Oshkosh
Nearest Secondary Market: Appleton

Job Segment: Compliance, Call Center, Law, Retail Sales, Legal, Customer Service, Retail