Client Service Associate

Jackson Hewitt - 3568•Saint Petersburg, FL

About The Position

The Client Service Associate is the welcoming, customer-focused face of the office, helping ensure exceptional client experiences and providing essential support. 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. The organization welcomes applicants regardless of work background or experience level and offers opportunities to learn and grow.

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 exceptional client experiences.
  • 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 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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