Client Service Associate

Jackson Hewitt - 3514; Port Charlotte (FL); On-site; USD 25,000 - 32,000; Full time

Benefits offered by this job

Corporate discount program

Opportunities for advancement within</

Tax preparation training

Continuing tax education

And More!

Job summary

Jackson Hewitt - 3514 in Port Charlotte, FL seeks a Client Service Associate to be the friendly face for our offices, delivering exceptional client experiences and essential support. You will engage with clients, confirm appointments, and help manage wait times.

We welcome applicants with strong communication skills and a willingness to learn; no prior tax experience required, with opportunities for training and advancement 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

• Engage with clients and confirm appointments.
• Follow up with past and potential clients.
• Distribute marketing materials and keep clients engaged during wait times.
• Provide essential support and build relationships with clients.
• Be the friendly face for all visitors to the office.

Skills

Interpersonal communication

Customer service

Retail experience

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.

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

Perks

• Corporate discount program
• Opportunities for advancement within the organization or as a tax pro
• Tax preparation training
• Continuing tax education
• And More!

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,