Client Service Associate
Jackson Hewitt•Watertown, SD
About The Position
The Client Service Associate serves as a welcoming, customer-service-oriented point of contact for people visiting the office and helps provide an exceptional client experience. The role involves engaging with clients, confirming appointments, following up with past and potential clients, distributing marketing materials, and keeping clients engaged while they wait. Applicants of any work background or experience level are welcome. The position offers opportunities to learn and grow in a customer-focused role.
Requirements
- Strong interpersonal and communication skills.
- Experience in a fast-paced retail environment.
- Basic computer proficiency and ability to troubleshoot.
- Willingness to learn and grow in a customer-focused role.
- PTIN certification is required.
Nice To Haves
- Prior customer service or sales experience is preferred but not required.
Responsibilities
- Welcome and engage with clients visiting the office.
- Confirm client appointments.
- Follow up with past and potential clients.
- Distribute marketing materials.
- Keep clients engaged during wait times.
- Provide support to help ensure exceptional client experiences.
Benefits
- Corporate discount program.
- Opportunities for advancement within the organization or as a tax professional.
- Free tax preparation training and PTIN registration.
- Free continuing tax education.
- Enrolled Agent materials and testing reimbursement.
- Discounted Friends and Family tax returns (terms apply).
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
