Client Service Associate

About the role

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.

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

Qualifications

No specific education or certification is listed beyond the willingness to learn; PTIN certification is mentioned as a benefit for tax preparers.

Skills

• Customer service
• Communication
• Basic computer troubleshooting
• Relationship building

Benefits

• Free uniforms
• Opportunity for advancement
• Signing bonus
• Training & development
• 401(k) matching
• Bonus based on performance
• Employee discounts
• Flexible schedule
• 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
• Free tax preparation training and PTIN registration
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement

Pay

$12.00 per hour

Schedule

Flexible schedule options – work that works for you!