Client Service Associate
About The Position
The Client Service Associate works in a welcoming, customer service-oriented environment and serves as a friendly point of contact for clients visiting the office. The role focuses on building client relationships and ensuring a positive experience by engaging with clients, confirming appointments, following up with past and potential clients, distributing marketing materials, and keeping clients engaged during wait times. The position is open to applicants regardless of work background or experience level and offers an opportunity 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 the 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.
- 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).
- Flexible scheduling is mentioned for tax preparers generally.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
