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 office visitors. The role focuses on building strong client relationships, supporting exceptional client experiences, and providing essential office support. The associate engages with clients, confirms appointments, follows up with past and potential clients, distributes marketing materials, and keeps clients engaged during wait times. The posting welcomes applicants regardless of work background or experience level and emphasizes learning and growth 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 exceptional client experiences.
- Confirm appointments.
- Follow up with past and potential clients.
- Distribute marketing materials.
- Keep clients engaged during wait times.
- Provide essential support to the office.
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
