Client Service Associate
About The Position
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! No matter your work background or experience level, we welcome you to apply !
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 preferred, but not required
Responsibilities
- Actively engage with clients
- Confirm appointments
- Follow up with past and potential clients
- Distribute marketing materials
- Keep clients engaged during wait times
Benefits
- 401(k) matching
- Bonus based on performance
- Employee discounts
- Flexible schedule
- Opportunity for advancement
- Training & development
- Hourly pay + competitive bonus package
- Flexible Schedule Options – Work that works for you!
- Free Identity Theft Protection through ID Watchdog from Equifax
- Corporate discount program through Avibra
- Earned Wage Access through ZayZoon
- Discount and Rewards Marketplace through BenefitHub
- Opportunities for advancement within the organization or as a tax pro
- Participation in 401-K matching program (once eligibility qualifications are met - enrollment twice per year)
- Free tax preparation training and PTIN registration
- Free continuing tax education
- Enrolled Agent materials and testing reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
