Client Service Associate

Jackson Hewitt - 1766

Charleston (WV)

On-site

USD 17,000 - 28,000

Full time

13 days ago
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Benefits offered by this job

Hourly pay
Competitive bonus package
Flexible schedule
Identity theft protection
Corporate discounts
Earned wage access
BenefitHub marketplace
Advancement opportunities
Tax training & PTIN registration
Tax education and exam reimbursement

Job summary

Jackson Hewitt - 1766 is seeking a Client Service Associate to be the friendly face for clients visiting our offices. You will engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times to ensure a positive journey.

The role emphasizes strong communication, customer service experience, and a willingness to learn while supporting tax-related services and client satisfaction at our locations.

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 to understand their needs and provide assistance.
  • Confirm appointments and manage scheduling with clients.
  • Follow up with past and potential clients to nurture relationships.
  • Distribute marketing materials to clients and guests.
  • Keep clients engaged and informed during wait times.

Skills

Interpersonal skills
Communication skills
Retail experience
Basic computer proficiency
Troubleshooting
Customer service or sales experience
Willingness to learn

Job description

Benefits:
  • Free uniforms
  • Opportunity for advancement
  • Signing bonus
  • Training & development
  • 401(k) matching
  • Bonus based on performance
  • Employee discounts
  • Flexible schedule

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.

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!

Perks:
  • Hourly pay + competitive bonus package
  • Flexible Schedule Options – Work that works for you!
  • 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
  • Opportunities for advancement within the organization or as a tax pro
  • Participation in 401-K matching program (once eligibility qualifications are met - enrollment twice per year)
  • Free tax preparation training and PTIN registration
  • Free continuing tax education
  • Enrolled Agent materials and testing reimbursement
What you need:
  • 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
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