Client Support Associate- Call Center Support
About The Position
The Seasonal Client Support Associate supports the call center and provides a welcoming, customer service-oriented experience for clients. The role includes outbound calls to previous and potential clients to follow up, reconnect, and keep them engaged, as well as answering inbound calls, including calls intended for tax preparers, and ensuring callers receive prompt, professional responses. In the office, the associate welcomes visitors, confirms appointments, distributes marketing materials, and keeps clients engaged during wait times. This is a seasonal role with an anticipated start date of November 30, 2026, and an anticipated end date of April 25, 2027. Full-time and part-time positions are available, with flexible schedule options. The company provides tax training, mentorship, and opportunities for professional development and advancement. 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 is required.
Nice To Haves
- Prior customer service or sales experience is preferred, but not required.
Responsibilities
- Make outbound calls to previous and potential clients to follow up, reconnect, and keep them engaged.
- Answer inbound calls, including calls for tax preparers, and provide prompt, professional responses.
- Welcome visitors in the office.
- Confirm appointments.
- Distribute marketing materials.
- Keep clients engaged during wait times.
Benefits
- Earned Wage Access
- Competitive salary
- Employee discounts
- Flexible schedule
- Opportunity for advancement
- Training and development
- Work Lotto (opportunity to win money for logged shifts)
- Low-cost benefits, including healthcare, dental, and vision
- Teladoc sessions for the employee and household for $18 per month
- Free identity theft protection
- Corporate discount program
- Free tax preparation training
- PTIN registration reimbursement
- Referral bonus opportunities
- 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
- Employee referral program
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What This Job Offers
Education Level
No Education Listed
