Client Service Associate

Jackson Hewitt; Sioux City (IA); On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Corporate discount program

Opportunities for advancement within.0

Tax preparation training

Continuing tax education

And More!

Job summary

Jackson Hewitt in Sioux City, IA is seeking a Client Service Associate to be the friendly face for clients visiting our offices and to provide essential in-office support. The role focuses on delivering excellent client experiences and assisting with appointment coordination and outreach.

You will engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Qualifications

• Strong interpersonal and communication abilities.
• Experience in a fast-paced retail environment is helpful.
• Basic computer proficiency and troubleshooting ability.
• Customer service or sales experience is preferred but not required.
• Willingness to learn and grow in a customer-focused role.

Responsibilities

• Engage with clients to deliver friendly, helpful service.
• Confirm appointments and follow up with past and potential clients.
• Distribute marketing materials to clients and prospects.
• Keep clients engaged during wait times and assist with basic inquiries.

Skills

Interpersonal skills

Communication skills

Retail experience

Computer proficiency

Customer service/sales experience

Willingness to learn

Job description

We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.

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:

• 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