Client Service Associate

Jackson Hewitt•Clearwater, FL

19d

About The Position

The Client Service Associate serves as a welcoming, customer-service-oriented point of contact for clients visiting Jackson Hewitt offices. The role focuses on creating exceptional client experiences and providing essential office support. Responsibilities include engaging with clients, confirming appointments, following up with past and potential clients, distributing marketing materials, and keeping clients engaged while they wait. The position is open to applicants from a range of work backgrounds and experience levels who are willing to learn and grow in a customer-focused role. Jackson Hewitt is an income tax preparation provider with nearly 6,000 locations. The company offers free tax preparation training and continuing education for tax preparers. The posting notes that many locations are independently operated franchises, which make their own employment decisions and set their own employment policies and practices.

Requirements

Strong interpersonal and communication skills.
Experience in a fast-paced retail environment.
Basic computer proficiency and the ability to troubleshoot.
Willingness to learn and grow in a customer-focused role.
PTIN certification is required, as indicated by “PTIN Certification: Yes.”

Nice To Haves

Prior customer service or sales experience is preferred but not required.

Responsibilities

Engage with clients and provide a welcoming, customer-service-oriented experience.
Confirm client appointments.
Follow up with past and potential clients.
Distribute marketing materials.
Keep clients engaged during wait times.
Provide essential support to the office.