Client Service Associate

Jackson Hewitt - 1766

Cross Lanes (WV)

On-site

USD 17,000 - 25,000

Full time

14 days+
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Benefits offered by this job

Uniforms
Bonus package
Flexible schedule
Identity theft protection
Corporate discounts
Wage access
Benefits marketplace
401(k) matching
Tax training
Tax education
EA materials

Job summary

Jackson Hewitt - 1766 is seeking a Client Service Associate to greet clients, manage appointments, and provide exceptional support in a welcoming, service-oriented environment.

You will actively engage with clients, distribute marketing materials, confirm appointments, follow up with prospects, and help maintain a positive client journey. Prior customer service is helpful, but growth is encouraged and supported within the team.

Qualifications

  • Excellent communication and interpersonal skills.
  • Experience in fast-paced retail environments is preferred.
  • Willingness to learn and grow in a customer-focused role.
  • Basic computer proficiency and troubleshooting ability.

Responsibilities

  • Engage with clients and confirm appointments.
  • Distribute marketing materials and keep clients engaged.
  • Follow up with past and potential clients.
  • Support office operations and provide friendly service.

Skills

Interpersonal communication
Customer service
Retail experience
Basic computer proficiency

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. If you enjoy building strong relationships with clients, then look no further and

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!

No matter your work background or experience level, we welcome you to

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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