Client Service Associate

Jackson Hewitt - 3278•Queen Creek, AZ

About The Position

The Client Service Associate helps create an exceptional client experience and provides essential support in a welcoming, customer service-oriented office environment. 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. The employer welcomes applicants regardless of work background or experience level.

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.

Nice To Haves

  • Prior customer service or sales experience is preferred but not required.

Responsibilities

  • Engage with clients and help ensure an exceptional client experience.
  • Confirm appointments.
  • Follow up with past and potential clients.
  • Distribute marketing materials.
  • Keep clients engaged during wait times.

Benefits

  • Corporate discount program.
  • Opportunities for advancement within the organization or as a tax professional.
  • Tax preparation training.
  • Continuing tax education.
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