Client Service Associate

Jackson Hewitt - 3497; Marietta (GA); On-site; USD 17,000 - 22,000; Full time

Benefits offered by this job

Health benefits and wellness

Corporate discount program

Advancement opportunities

Free tax training & PTIN

Free continuing tax education

EA materials & testing reimbursement

Discounted tax returns

Job summary

Jackson Hewitt - 3497 seeks a Client Service Associate to deliver friendly, customer-focused service in a retail office environment. You will confirm appointments, engage with clients, and support marketing efforts to enhance the client experience.

The role emphasizes strong communication, relationship-building, and a willingness to learn in a fast-paced setting, with opportunities for growth within the organization.

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

• Interact with clients and provide friendly service.
• Confirm appointments with clients.
• Follow up with past and potential clients.
• Distribute marketing materials to clients.
• Keep clients engaged during wait times.

Skills

Interpersonal skills

Communication skills

Retail experience

Customer service

Willingness to learn

Tools

Basic computer proficiency

Job description

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

If you're looking for a rewarding opportunity to learn new skills and make an impact,