Client Support Associate

ETF • Alamo, TX

1d

About The Position

The Client Support Associate provides customer service and support in a welcoming, customer-focused environment. The role engages with clients, confirms appointments, follows up with past and potential clients, distributes marketing materials, and keeps clients engaged during wait times. It also serves as a local brand ambassador by visiting shops, events, and community locations to raise brand awareness and recruit talent, using local market knowledge and social media to expand reach and build a talent pipeline. The posting describes this as a seasonal role and indicates that both full-time and part-time positions are available.

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

• Engage with clients and help ensure a positive client experience.
• Confirm appointments and follow up with past and potential clients.
• Distribute marketing materials and keep clients engaged during wait times.
• Visit local shops, events, and community locations to drive brand awareness and recruit talent.
• Use local market knowledge and social media to expand reach and build a talent pipeline.

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed