Client Experience Specialist — Tax Pro Path & Training

Jackson Hewitt - 3533; York (SC); On-site; USD 17,000 - 25,000; Full time

Benefits offered by this job

Corporate discount

Advancement opportunities

Tax preparation training

Continuing education

And More

Job summary

Jackson Hewitt - 3533 is seeking a Client Service Associate to greet clients and support the sales and service process in our offices.

You will engage with clients, confirm appointments, share marketing materials, and help maintain a welcoming, efficient environment while delivering top-notch service. All work backgrounds are welcome and growth opportunities exist within the organization. This role emphasizes clear communication and teamwork to assist clients during their visit and beyond.

Qualifications

• 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.

Responsibilities

• Engage with clients and actively assist during their visit.
• Confirm appointments and follow up with past and potential clients.
• Distribute marketing materials and keep clients engaged during wait times.

Skills

Strong interpersonal skills

Communication skills

Retail experience

Basic computer proficiency

Customer service or sales experience

Willingness to learn and grow

Tools

Troubleshooting

Job description

Jackson Hewitt - 3533 is seeking a Client Service Associate to greet clients and support the sales and service process in our offices.

You will engage with clients, confirm appointments, share marketing materials, and help maintain a welcoming, efficient environment while delivering top-notch service. All work backgrounds are welcome and growth opportunities exist within the organization. This role emphasizes clear communication and teamwork to assist clients during their visit and beyond.