Client Service Associate

Job Description

Job Description

Benefits :

• Flexible schedule
• Opportunity for advancement
• Training & development

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 :

Opportunities for advancement within the organization or as a tax pro

Free tax preparation training and PTIN registration

Free continuing tax education

Discounted Friends and Family tax returns (terms apply)

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