{"schemaVersion":"jobsearcher.job.v1","id":"dfeffc75dddfd00ff82a690b","url":"https://jobsearcher.com/jobs/dfeffc75dddfd00ff82a690b","canonicalUrl":"https://jobsearcher.com/jobs/dfeffc75dddfd00ff82a690b","title":"Client Services Representative (Temporary)","description":"Overview\nBaker 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 – 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.\nBaker 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.\nPlease discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.\nBaker 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.\nAny unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.\nJob Description:\n\nWe 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.\nResponsibilities:\nSupport large volumes of inbound and outbound contacts promptly.\nIdentify customer needs, clarify information, research issues and provide next steps and solutions.\nKeep detailed records of contacts in the agent ticketing system.\nMaintain ownership of contact experience and resolution for assigned casework.\nFollow compliance guidelines and reference job aides when addressing varying topics.\nAccurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases.\nMaintain awareness of client updates, policy or procedure changes\nAbility to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys.\nProject a professional attitude and positive image.\nBuild sustainable relationships with internal service partners.\nComplete educational seminars to enhance knowledge, performance and maintain continuing educations requirements.\nDemonstrate strong soft skills, including active listening, empathy, and adaptability. Anticipate customer needs and tailor responses accordingly.\nAdhere to attendance and punctuality standards.\nAdapt to change and meet the changing demands of the work environment.\nAssist other department personnel as needed due to fluctuating workloads.\nCompliance with HIPAA regulations and all Baker Tilly Vantagen guidelines.\nQualifications:\nHigh School diploma required, associate's degree preferred.\n2 years of customer service experience with high level of customer engagement in lieu of associate's degree.\nA basic understanding of health insurance terminology is preferred.\nAbility to effectively work in a remote contact center environment.\nStrong data entry skills and proficiency in the use of a PC, including use of multiple applications simultaneously.\nA hard-wired ethernet connection is required – high- speed WIFI with consistent minimum download speeds of 100 mbps and upload speeds of 10 mbps. Live demonstration of this may be required.\nAbility to work in high pressure environment and deal effectively with all customers including strong de-escalation skills.\nCommitment to high quality service.\nExcellent oral & written communication skills.\nAbility to locate and interpret complex information from a variety of data sources.\nAbility to work in a fast-paced production and quality environment to meet required standards\nAbility to work a flexible 8.5-hour shift based on business needs. Scheduled work hours may vary from day to day, and employees will be notified of schedule changes in advance.\nShift start times may be as early as 8:00 a.m. Eastern Time (ET), and some shifts may begin later in the day and end as late as 8:00 p.m. ET. Candidates must be able to accommodate varying schedules within these operating hours.\nAbility to follow scripts, procedures, client-specific guidelines, and compliance requirements.\nUnderstanding of confidentiality expectations, including handling sensitive personal and health-related information.\nThe pay rate range for this job position is $15.97 to $41.00. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.","company":"Baker Tilly Vantagen","rawCompany":"baker tilly vantagen","city":"Appleton","state":"WI","isRemote":false,"isActive":false,"createdAt":"2026-08-06T15:07:29.651Z","occupations":[{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"41-9099.00","title":"Sales and Related Workers, All Other","slug":"sales-and-related-workers-all-other"}],"industries":[{"code":"561320","title":"Temporary Help Services","slug":"temporary-help-services"},{"code":"561311","title":"Employment Placement Agencies","slug":"employment-placement-agencies"},{"code":"541611","title":"Administrative Management and General Management Consulting Services","slug":"administrative-management-and-general-management-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Representative (Temporary)","description":"Overview\nBaker 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 – 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.\nBaker 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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.\nPlease discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.\nBaker 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.\nAny unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.\nJob Description:\n\nWe 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.\nResponsibilities:\nSupport large volumes of inbound and outbound contacts promptly.\nIdentify customer needs, clarify information, research issues and provide next steps and solutions.\nKeep detailed records of contacts in the agent ticketing system.\nMaintain ownership of contact experience and resolution for assigned casework.\nFollow compliance guidelines and reference job aides when addressing varying topics.\nAccurately and actively utilize the ticketing process to collaborate with team members and resolve assigned cases.\nMaintain awareness of client updates, policy or procedure changes\nAbility to meet or exceed established goals for both internal call monitoring audits, contact metrics, and client satisfaction surveys.\nProject a professional attitude and positive image.\nBuild sustainable relationships with internal service partners.\nComplete educational seminars to enhance knowledge, performance and maintain continuing educations requirements.\nDemonstrate strong soft skills, including active listening, empathy, and adaptability. Anticipate customer needs and tailor responses accordingly.\nAdhere to attendance and punctuality standards.\nAdapt to change and meet the changing demands of the work environment.\nAssist other department personnel as needed due to fluctuating workloads.\nCompliance with HIPAA regulations and all Baker Tilly Vantagen guidelines.\nQualifications:\nHigh School diploma required, associate's degree preferred.\n2 years of customer service experience with high level of customer engagement in lieu of associate's degree.\nA basic understanding of health insurance terminology is preferred.\nAbility to effectively work in a remote contact center environment.\nStrong data entry skills and proficiency in the use of a PC, including use of multiple applications simultaneously.\nA hard-wired ethernet connection is required – high- speed WIFI with consistent minimum download speeds of 100 mbps and upload speeds of 10 mbps. Live demonstration of this may be required.\nAbility to work in high pressure environment and deal effectively with all customers including strong de-escalation skills.\nCommitment to high quality service.\nExcellent oral & written communication skills.\nAbility to locate and interpret complex information from a variety of data sources.\nAbility to work in a fast-paced production and quality environment to meet required standards\nAbility to work a flexible 8.5-hour shift based on business needs. Scheduled work hours may vary from day to day, and employees will be notified of schedule changes in advance.\nShift start times may be as early as 8:00 a.m. Eastern Time (ET), and some shifts may begin later in the day and end as late as 8:00 p.m. ET. Candidates must be able to accommodate varying schedules within these operating hours.\nAbility to follow scripts, procedures, client-specific guidelines, and compliance requirements.\nUnderstanding of confidentiality expectations, including handling sensitive personal and health-related information.\nThe pay rate range for this job position is $15.97 to $41.00. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.","datePosted":"2026-08-06T15:07:29.651Z","dateModified":"2026-08-06T15:07:29.651Z","hiringOrganization":{"@type":"Organization","name":"Baker Tilly Vantagen","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Appleton","addressRegion":"WI","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"dfeffc75dddfd00ff82a690b"},"url":"https://jobsearcher.com/jobs/dfeffc75dddfd00ff82a690b"}}