Junior Client Success Specialist

Tax Relief Advocates • Irvine, CA

7d • Onsite

About The Position

We’re looking for a friendly, upbeat, and bilingual rockstar to join our crew as a Junior Client Document Specialist! This is your chance to grow your career in a lively, phone-powered role where you’ll be the friendly voice our clients look forward to hearing. You’ll help keep our tax processes running smoothly while delivering top-notch service that makes clients feel genuinely cared. If you think you can use your finesse to get the required documents to push cases forward with the Client Success Team, this position is for you!

Requirements

• High School Diploma or equivalent (required)
• 0–1 year in a high-volume call center or customer service role
• Comfortable with Google Sheets and basic office software
• Bilingual English/Spanish. If you can confidently speak, listen, and build trust in both languages, we want you!
• Exceptional phone presence with clear speaking, great listening, and the ability to explain things simply and kindly.
• Natural at building quick rapport, staying cool under pressure, and showing real empathy.
• High emotional intelligence and self-awareness.
• Positive, client-first attitude with a drive to get results.
• Solid computer skills (Google Suite, CRM platforms, Microsoft Office).
• Strong organization, attention to detail, and basic math skills.
• Ability to multitask like a champ while keeping things accurate and confidential.

Nice To Haves

• Some college in business, communications, or related fields? That’s a bonus!

Responsibilities

• Jump on a high volume of outbound and inbound calls to collect essential tax docs from our awesome existing clients.
• Switch seamlessly between English and Spanish, helping our Spanish-speaking clients feel comfortable, understood, and well taken care of.
• Chat with clients in a warm, professional, and super-friendly way to make them smile even when talking taxes!
• Upload and organize tax & financial documents like a pro so our internal teams have everything they need.
• Educate clients on why these documents matter, answer their questions with patience, and turn “I don’t have it yet” into “Here you go!”
• Crush weekly and monthly document collection goals, and celebrate when you smash them!
• Keep accurate notes in the CRM and stay on top of your call logs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED