• - Client Services
  • NY, USA
  • Full Time

CoAd Summary:

CoAdvantage, a portfolio company of Morgan Stanley Global Private Equity, provides human resource solutions to small and mid-sized businesses.  Headquartered in Tampa, Florida, CoAdvantage serves approximately 4000 clients representing more than 90,000 worksite employees in all 50 states through our 10 regional office locations.  The passion, commitment and expertise of our Associates allow us to deliver outstanding HR services to our clients, from entrepreneurial startups to mature business enterprises.  CoAdvantage's resources help America's business community grow and thrive!


Position Summary:

The Human Resources Advisor is responsible for delivering human resources management services to a portfolio of clients with a range of worksite employees. Conduct business reviews to ensure clients are satisfied with their products and service manage the account relationship.   The HR Advisor through proactive account management, HR and business consultation and handling of escalation events, will ensure high client satisfaction and high client retention. 

Essential Job Functions:

  • Proactively consult with clients and evaluate client needs for HR services to improve client business objectives. 
  • Develop, implement and deliver customized client service plans.
  • Utilize solid business acumen and a combination of communication and problem solving skills to deliver and recommend the CoAdvantage products and services that will assist clients in achieving their business goals and objectives.
  • Conduct regularly scheduled calls, presentations and/or on-site client visits in execution of client service plans.
  • Minimize client and CoAdvantage liability through consultation; using knowledge of applicable federal, state and local employment laws and regulations. 
  • Proactively communicate service status and act as escalation point for service issues.
  • Ensure a collaborative and partnered relationship with all internal and external stakeholders.
  • Maintain up-to-date knowledge of current product offerings, processes and strong awareness of industry developments/trends.
  • Manage Benefits open enrollment activities for the designated book of business.
  • Document activities, cases, and other information in company technologies in a timely manner as per company guidelines.
  • As necessary, evaluate and review pricing and billing inquiries with client.
  • Assist Sales department on sales calls when necessary to discuss Account Management Routine, HR capabilities, implementation, general operational items, benefits or general service.
  • Serve as the HR expert in the office/region. 
  • Internal and external presentations and training.
  • Perform other duties and special projects as assigned.
  • Frequent local and regional travel in your market.

Required Skills and Experience:

  • Minimum of 5 years HR experience either in consulting or corporate environment and/or in a relationship building role
  • Bachelor's degree from an accredited college or university preferred
  • Must be well-versed in employment laws and regulations (federal and state)
  • Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
  • Ability to prioritize and complete tasks
  • Must have a high sense of urgency with internal and external clients
  • Must have strong employee relation experience
  • Must have strong time management capabilities
  • Must have strong experience in presentations and training
  • Excellent oral/written communication and listening skills
  • Strong service orientation with the ability to have difficult client conversations
  • Must be able to effectively communicate with various levels of employees (C-level suite to employee-level) in a variety of industries
  • Must be able to deal with ambiguity, operate at a fast pace and cope with change
  • Strategic mindset with the ability and willingness to be hands-on
  • Experience in a client service environment, handling multiple external clients
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) required
  • Must have strong technical aptitude
  • Bi-lingual (English/Spanish) a plus (reading, writing and speaking)
  • Preferred experience in benefit plans and open enrollment
  • General knowledge of PEO and common applications is preferred

Educational and Professional Licensing or Certification Requirements:

  • Bachelor's degree from an accredited college or university preferred
  • PHR/SPHR or SHRM-CP certification strongly preferred

This position has been closed and is no longer available.


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