Client Services Agent
Job
Robert Half
Boise, ID (In Person)
Full-Time
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Job Description
Description We are looking for a dependable Client Services Agent to provide high-quality support for employees, clients, and families in Boise, Idaho. This Long-term Contract position is well suited for someone who values precision, communicates clearly, and can manage sensitive information in a fast-paced setting. The role offers structured training, increasing ownership over time, and close collaboration with a broader team while working independently in the office.
Responsibilities:
- Review, process, and maintain employee and client documentation with a strong focus on accuracy, timeliness, and confidentiality.
- Direct forms, records, and service-related communications to the appropriate internal contacts to keep workflows moving efficiently.
- Investigate and help resolve issues involving payroll access, time entry, and related online system functionality.
- Assist families with Medicaid-related fund administration and ensure transactions are handled correctly.
- Use internal platforms and Microsoft-based tools to complete payroll, timekeeping, communication, and record-management tasks.
- Protect sensitive personal data by following established privacy standards, compliance procedures, and documentation practices.
- Adjust daily priorities as workload demands shift and respond effectively to changing deadlines and business needs.
- Partner with colleagues across teams to solve problems, share updates, and support consistent service delivery.
- Raise questions, communicate discrepancies promptly, and escalate concerns in a thorough and solution-oriented manner.
- Support electronic documentation workflows, including digital forms and e-signature processes, as systems and procedures evolve. Requirements
- Strong background in customer service, client support, or a related customer experience role.
- Excellent attention to detail with the ability to enter and verify information accurately on the first pass.
- Ability to manage confidential information responsibly and work within privacy and compliance expectations.
- Comfort using multiple systems at once, including Microsoft 365 applications such as Outlook, Teams, and SharePoint.
- Proven ability to prioritize tasks, adapt to changing demands, and remain organized in a busy environment.
- Self-directed work style with the confidence to operate independently while staying connected to a broader team.
- Clear written and verbal communication skills, including clear email correspondence and issue escalation.
- Ability to learn new platforms quickly, troubleshoot common user issues, and document work thoroughly.
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