Client Service Associate

Jackson Hewitt - 3561•Mitchell, SD

About The Position

The Client Service Associate serves as a welcoming point of contact for clients visiting the offices and helps ensure an exceptional client experience. The role involves 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 provide an exceptional client experience.
  • Confirm 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 professional.
  • Free tax preparation training and PTIN registration.
  • Free continuing tax education.
  • Enrolled Agent materials and testing reimbursement.
  • Discounted Friends and Family tax returns (terms apply).
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