Client Service Associate
Jackson Hewitt•Cape Coral, FL
•Onsite
About The Position
The Client Service Associate serves as a welcoming, customer service-oriented point of contact for clients visiting the office. The role focuses on creating exceptional client experiences through client engagement and essential office support. Duties include 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.
- PTIN certification is listed as required.
Nice To Haves
- Prior customer service or sales experience is preferred, but not required.
Responsibilities
- Welcome and engage with clients visiting the office.
- Confirm appointments.
- Follow up with past and potential clients.
- Distribute marketing materials.
- Keep clients engaged during wait times.
- Provide support to help ensure exceptional client experiences.
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
