Client Service Associate

Jackson Hewitt•Phoenix, AZ

About The Position

The Client Service Associate is the friendly face of the office, helping ensure exceptional client experiences and providing essential support. The role involves engaging with clients, confirming appointments, following up with past and potential clients, distributing marketing materials, and keeping clients engaged during wait times. Full- and part-time positions are available. Tax preparation training and continuing tax education are offered.

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 provide exceptional client experiences.
  • Confirm appointments.
  • Follow up with past and potential clients.
  • Distribute marketing materials.
  • Keep clients engaged during wait times.

Benefits

  • Training and development
  • Employee discounts
  • Flexible schedule
  • Corporate discount program
  • Opportunities for advancement within the organization or as a tax pro
  • Tax preparation training
  • Continuing tax education
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