Client Service Associate

Jackson Hewitt - 3561; Mitchell (SD); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Health or wellness benefits

Corporate discount program

Opportunities for advancement within,

Free tax preparation training and PTIN

Free continuing tax education

Enrolled Agent materials and testing

Discounted Friends and Family tax

Job summary

Jackson Hewitt - 3561 in Mitchell, SD is hiring a Client Service Associate to greet clients and ensure a positive experience in our welcoming office. You will play a key role in building relationships and supporting daily operations.

You will confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times while you learn tax basics through our training and PTIN registration.

Qualifications

• Strong interpersonal and communication abilities.
• Experience in customer-facing roles is advantageous.
• Ability to work in a fast-paced retail environment.

Responsibilities

• Engage with clients to provide excellent service.
• Confirm appointments and manage scheduling with customers.
• Follow up with past and potential clients to maintain engagement.
• Distribute marketing materials to customers and staff.
• Keep clients engaged and informed during wait times.

Skills

Interpersonal skills

Communication skills

Customer service

Sales experience

Retail experience

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 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.

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,