Customer Service Representative
Tax Relief Advocates•Irvine, CA
•Onsite
About The Position
Are you a people person who thrives in a fast-paced environment and loves making a real difference for clients? As a Customer Service Representative, you’ll be the friendly, knowledgeable first point of contact, guiding clients through their tax resolution journey with clarity, confidence, and care.
Requirements
- 1+ years of strong customer service experience.
- Tech-savvy and comfortable using Google Suite, Microsoft Office, CRM systems, and other standard business tools.
- Minimum typing speed of 40+ WPM.
- Experience working in a high-volume call center environment or in a high-call-volume position (both inbound and outbound calls required).
Responsibilities
- Act as a point of communication with clients, proactively updating and coordinating with Case Managers and Tax Professionals to keep cases moving forward.
- Deliver exceptional client service by professionally handling inbound and outbound calls, answering questions, and providing timely updates.
- Conduct outbound outreach to request important case documents and information from clients.
- Stay highly organized by prioritizing tasks, managing case files, and ensuring all documentation is accurate and up to date.
- Review, edit, and upload client documents efficiently into our systems.
Benefits
- Comprehensive health, Dental, and vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
