In Office Team Member

Job Description

Job Description

Salary :

• Job Description
• Greet all clients as they enter the building in a friendly and professional manner
• Engages in conversation with potential clients to share information about Xpert Financial Services promotions and services.
• Build rapport with prospective clients utilizing excellent communication skills
• Coordinate client flow and assists in preliminary data entry
• Assist with scheduling tax preparation appointments
• Answer incoming phone calls
• Document collection to support an efficient and positive tax preparation experience
• Has access to and regularly works with information of a sensitive, highly confidential nature.
• Promote Xpert Financial Services brand through the delivery of superior customer service
• Quickly and accurately verifies and enters customers’ personal and Form W-2 information into Xpert Financial Services’ proprietary software.
• Monitor client flow at the location and keep clients engaged during periods of wait time
• Monitor client activity and take initiative to answer phones and resolve client issues Meets deadlines to ensure office locations meet brand / marketing appearance standards in time for office openings.
• Provides equipment service at Xpert Financial Services locations to assemble, repair, or teardown furniture, computers, tech, or kiosk components using hand tools.
• Assist in maintaining a clean and inviting workplace, this must include removal of trash, vacuuming or sweeping, cleaning counters, cleaning glass, etc.
• Assist leadership in marketing and recruitment efforts, as needed
• Receptive to constructive criticism and coaching
• Attend all mandatory training and coaching sessions as directed by management
• Execute all company policies and procedures with the utmost level of professionalism
• Must be ready to work when scheduled i.e., punctual, on-time, flexible and able to work depending upon the needs of the business, etc.
• Can handle stressful situations such as irate or dissatisfied clients
• Any other tasks or duties assigned by management
• Skills / Qualifications
• Previous phone sales experience i.e., inside and outside sales
• Previous customer service skills
• Strong grammatical / writing skills Strong interpersonal, communication and negotiation skills
• Demonstrate ability in working in a high-volume retail environment preferred
• High school diploma or general education degree (GED); or 2 years experience and / or training; or equivalent combination of education and experience
• Highly self-motivated and competitive in sales
• Solid time management and prioritization skills
• Web Browsing
• Computer proficiency (Google Docs, MS Office, GOOGLE PLATFORM, etc)
• Ability to schedule appoints proficiently
• Can multi-task and handle high volume of incoming leads
• Key points
• This position follows the standard company policy of a 90-day probationary period
• This position reports to the CEO / Owner of Xpert Financial Services
• This position can be changed, updated or terminated at will.
• The position starts as a part time position with full time hour availability diring demand
• The positon is a 1099 position upon first-year anniversity the team member will have options to become a w2 employee
13 days ago