Client Service Associate

Client Service Associate

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us! No matter your work background or experience level, we welcome you to apply!

Perks:

Hourly pay + competitive bonus package

Flexible Schedule Options – Work that works for you!

Free Identity Theft Protection through ID Watchdog from Equifax

Corporate discount program through Avibra

Earned Wage Access through ZayZoon

Discount and Rewards Marketplace through BenefitHub

Opportunities for advancement within the organization or as a tax pro

Participation in 401-K matching program (once eligibility qualifications are met - enrollment twice per year)

Free tax preparation training and PTIN registration

Free continuing tax education

Enrolled Agent materials and testing reimbursement

What you need:

Strong interpersonal and communication skills

Experience in a fast-paced retail environment

Basic computer proficiency and ability to troubleshoot

Prior customer service or sales experience preferred, but not required

Willingness to learn and grow in a customer-focused role

If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!