Client Service Associate

Jackson Hewitt - 3561•Yankton, SD

About The Position

Join the team as a Client Service Associate and serve as a welcoming point of contact for visitors to the offices. The role focuses on ensuring exceptional client experiences and providing essential support 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.

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 an exceptional client experience.
  • Confirm appointments.
  • Follow up with past and potential clients.
  • Distribute marketing materials.
  • Keep clients engaged during wait times.
  • Provide essential support to clients visiting the offices.

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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