Client Service Associate

Jackson Hewitt•Saint Petersburg, FL

About The Position

The Client Service Associate serves as a friendly point of contact for visitors and helps create exceptional client experiences in a welcoming, customer service-oriented office. The role includes engaging with clients, confirming appointments, following up with past and potential clients, distributing marketing materials, and keeping clients engaged during wait times. Applicants from all work backgrounds and experience levels 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

  • Free uniforms
  • 401(k)
  • Bonus based on performance
  • Employee discounts
  • Flexible schedule
  • Health or wellness benefits offered with Teledoc
  • Free Identity Protection with Watchdog
  • Opportunities for advancement within the organization or as a tax pro
  • 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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