Optima Tax Relief-posted about 1 year ago
$37,440 - $37,440/Yr
Full-time • Entry Level
Santa Ana, CA
Professional, Scientific, and Technical Services

The Customer Service Representative III at Optima Tax Relief is responsible for providing exceptional service to clients by addressing their inquiries and concerns in a professional and courteous manner. This role involves answering inbound calls, collecting necessary documentation, and acting as a liaison between clients and case managers. The representative is expected to enhance client satisfaction and uphold the company's core values while ensuring compliance with relevant regulations.

  • Collect on outstanding document requests required to properly service a client's case.
  • Respond to inquiries from existing clients and receive inbound calls for status updates.
  • Act as liaison between client and the Case Manager or the Tax Preparer assigned.
  • Use time management skills to prioritize daily workload and calls received.
  • Provide outstanding customer service through first call resolution.
  • Other duties as assigned.
  • High school diploma or equivalent education required.
  • 2 plus years' relevant experience preferred.
  • Strong interpersonal, written and verbal communication skills.
  • Type a minimum of 35 WPM.
  • Strong work ethic and commitment to excellence.
  • Client focus, high sense of urgency, and professionalism.
  • Proficient and comfortable with office equipment (Computer skills Microsoft Office, Outlook).
  • Team player.
  • Competitive hourly wage of $18 an hour.
  • Full-time employment.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service