Client Service Associate

Jackson Hewitt•Yankton, SD

About The Position

The Client Service Associate provides a welcoming, customer service-oriented experience for clients visiting Jackson Hewitt offices. The role engages with clients, confirms appointments, follows up with past and potential clients, distributes marketing materials, and helps keep clients engaged during wait times. The position is open to applicants regardless of work background or experience level, with an opportunity to learn and grow in a customer-focused role. PTIN certification is indicated as required.

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.

Nice To Haves

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

Responsibilities

  • Welcome and engage clients visiting the office.
  • Confirm client 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.
  • Tax preparation training.
  • Continuing tax education.
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