Client Service Associate

Jackson Hewitt Inc.; Marble Falls (TX); On-site; USD 17,000 - 25,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Flexible schedule

Include all health or wellness benefits

Corporate discount program

Opportunities for advancement within/3

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing

Discounted Friends and Family tax reb.

Job summary

Jackson Hewitt is seeking a Client Service Associate to serve as the friendly face for office visitors, delivering exceptional client experiences and providing essential support. The role involves engaging with clients, confirming appointments, following up with clients, distributing marketing materials, and keeping clients engaged during wait times to build lasting relationships.

The ideal candidate has strong communication skills, experience in fast-paced retail or service environments, and a

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 to deliver excellent service.
• Confirm appointments with clients and manage scheduling tasks.
• Follow up with past and potential clients to maintain relationships.
• Distribute marketing materials to clients and prospects.
• Keep clients engaged during wait times with friendly assistance.

Skills

Communication skills

Customer service

Relationship building

Tools

Basic computer proficiency

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