Junior Client Onboarding Specialist

Tax Relief Advocates•Irvine, CA

3h•$22 - $24•Onsite

About The Position

Join Us as a Client Onboarding Specialist: Make First Impressions Count! Hey, customer champions and onboarding aficionados! Tax Processing Solutions is on the hunt for a Client Onboarding Specialist who’s ready to turn our new clients’ first experiences into a memorable journey. If you're a proactive problem-solver with a passion for guiding clients through seamless transitions, and thrive in a high-energy, fast-paced environment, we’d love for you to join our team. Your role will be essential in setting our clients up for success from day one!

Requirements

1 year of experience in client onboarding, customer support, or a related field—where you’ve made an impact and developed a knack for client success.
Excellent communication and interpersonal skills, with a talent for simplifying complex concepts and making clients feel at ease.
Energetic, detail-oriented, and able to manage multiple clients in a high-volume, fast-paced environment.
A proactive self-starter who thrives on creating positive client experiences and driving results.
Highly organized, adaptable, and ready to dive into a dynamic role.
If you’re a client-focused go-getter who loves making new clients feel welcomed and supported, we want you on our team!

Nice To Haves

Familiarity with onboarding tools and CRM systems is a plus, but a passion for learning and improving is key.

Responsibilities

Roll out the red carpet for new clients, guiding them through every step of the TPS onboarding process with enthusiasm and expertise.
Craft and execute personalized onboarding plans that align with each client’s unique needs and goals.
Lead engaging one-on-one training sessions and provide hands-on support to ensure clients are comfortable and confident with our products and services.
Anticipate and address any hiccups or challenges with a can-do attitude, turning potential problems into opportunities for client satisfaction.
Work closely with cross-functional teams including Sales and back-end tax preparation to ensure a smooth transition and alignment of client expectations.