Client Support Associate
About The Position
The Client Support Associate serves as a welcoming, customer-service-oriented representative who helps ensure exceptional client experiences and provides essential office support. The role involves engaging with clients, confirming and managing appointments, following up with past and potential clients, and keeping clients engaged during wait times. The position also supports brand awareness, recruiting, and local outreach by visiting shops, events, and community locations, distributing marketing materials, and using local market knowledge and social media skills to expand the organization's reach and build a talent pipeline. Responsibilities include supporting peak-season operations and helping improve workplace productivity. Seasonal, full-time, and part-time opportunities are described in the posting.
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.
- Local market knowledge and social media skills.
Responsibilities
- Follow up with leads and appointments.
- Make outbound calls to prior-year clients.
- Contact and convert online and virtual students.
- Coordinate and manage client appointments to optimize scheduling timelines and traffic flow.
- Support local marketing and community outreach events.
- Generate referrals from existing clients.
- Assist with client check-in and office traffic management.
- Follow up with prospects and unfinished returns.
- Enhance peak-season operations to maximize workplace productivity.
- Visit local shops, events, and community locations to drive brand awareness and recruit new talent.
- Distribute marketing materials and keep clients engaged during wait times.
Benefits
- Earned Wage Access.
- Competitive salary.
- Employee discounts and a corporate discount program.
- Flexible schedule options.
- Opportunity for advancement.
- Training and development.
- Low-cost healthcare, dental, and vision benefits.
- Teladoc sessions for the employee and household for $18 per month.
- Free identity theft protection.
- Free tax preparation training and PTIN registration reimbursement.
- Referral bonus opportunities and an employee referral program.
- Free continuing tax education.
- Medical and prescription benefit option after working 1,560 hours annually.
- 401(k) with company match after working the first 1,000 hours.
- Work Lotto opportunity to win money for logged shifts.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
