Client Service Associate

Job summary
Join our team as a Client Service Associate in a welcoming, customer service-oriented environmentBuild strong relationships with clients and ensure exceptional client experiencesEngage with clients, confirm appointments, follow up with past and potential clients
Job seniority: associate level
Responsibilities
• Actively engage with clients and confirm appointments• Follow up with past and potential clients• Distribute marketing materials and 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
Benefits
• Corporate discount program• Opportunities for advancement within the organization or as a tax pro• Tax preparation training• Continuing tax education• And More!