Client Support Associate
About The Position
Jackson Hewitt is seeking a customer service-oriented Client Support Associate to help provide welcoming, exceptional experiences for clients and support office operations. The role involves engaging with clients, confirming and coordinating appointments, following up with existing and prospective clients, and supporting marketing and community outreach. Associates may visit local shops, events, and community locations to increase brand awareness and recruit talent, using local market knowledge and social media to expand the organization’s reach and talent pipeline. The role also supports clients during wait times and helps manage office traffic and peak-season productivity. Full-time and part-time positions are available, with flexible schedule options. Compensation is $15.00–$16.50 per hour. Jackson Hewitt provides tax preparation training, continuing education, and opportunities for advancement. PTIN certification is 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
- 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 talent.
- Engage with clients, confirm appointments, distribute marketing materials, and keep clients engaged during wait times.
Benefits
- Earned Wage Access
- Competitive salary
- Employee discounts
- Flexible schedule
- Opportunity for advancement
- Training and development
- Low-cost healthcare, dental, and vision benefits
- Teladoc access for the employee and household for $18 per month
- Free identity theft protection
- Corporate discount program
- Free tax preparation training and 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
- Work Lotto, with a chance 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
