Client Service Associate

Job summary
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!
Job seniority: associate level
Responsibilities
• Actively engage with clients• Confirm appointments• Follow up with past and potential clients• Distribute marketing materials• Keep clients engaged during wait times
Requirements
• 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
Key Skills Needed
• 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
Benefits
• Corporate discount program• Opportunities for advancement within the organization or as a tax pro• Tax preparation training• Continuing tax education• And More!