Client Service Associate

Jackson Hewitt - 3124; Marble Falls (TX); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Performance bonus

Company parties

Flexible schedule

Health benefits

Corporate discounts

Advancement opportunities

Tax training & PTIN

Tax education

EA materials reimbursement

Discounted tax returns

Job summary

Jackson Hewitt - 3124 is seeking a Client Service Associate in Marble Falls, TX. You will be the friendly face for clients, ensuring exceptional experiences and providing essential support in a welcoming, customer-service environment.

You will engage with clients, confirm appointments, follow up with prospects, and distribute marketing materials while clients wait. Training and advancement opportunities are available.

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

• Actively engage with clients and confirm appointments.
• Follow up with past and potential clients and distribute marketing materials.
• Keep clients engaged during wait times and provide excellent service.

Skills

Interpersonal skills

Communication skills

Customer service experience

Sales experience

Tools

Basic computer skills

Job description

Benefits:

• Bonus based on performance
• Company parties
• 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.

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:

• Include all health or wellness benefits offered
• Corporate discount program
• Opportunities for advancement within the organization or as a tax pro
• Free tax preparation training and PTIN registration
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement
• Discounted Friends and Family tax returns (terms apply)

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