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 supporting an exceptional client experience by engaging with clients, confirming appointments, following up with past and potential clients, distributing marketing materials, and keeping clients engaged during wait times. Applicants from any work background or experience level are welcome. The position also 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.
Nice To Haves
- Prior customer service or sales experience is preferred, but not required.
Responsibilities
- Engage with clients and help ensure a positive office 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
