Client Service Associate
Jackson Hewitt•Watertown, SD
About The Position
The Client Service Associate creates a welcoming, customer service-oriented experience for clients visiting Jackson Hewitt offices. 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. Jackson Hewitt welcomes applicants regardless of work background or experience level and offers tax preparation training and continuing tax education. PTIN certification is required.
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
- Engage with clients and help ensure an exceptional client experience.
- Confirm client 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 pro.
- Tax preparation training.
- Continuing tax education.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
