Client Service Associate

Jackson Hewitt - 1766; Town of Texas (WI); On-site; USD 18,000 - 25,000; Full time

Benefits offered by this job

Free uniforms

Advancement

Signing bonus

Training

401k matching

Performance bonus

Employee discounts

Flexible schedule

Job summary

Jackson Hewitt is seeking a Client Service Associate in a Wisconsin tax office to greet customers, schedule and confirm appointments, and provide friendly, helpful support. This role emphasizes strong communication and a customer-first approach in a fast-paced retail-like environment.

In this position you will engage with clients, share marketing materials, follow up with leads, and help ensure a positive client experience during visits and wait times.

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 provide essential support.
• Confirm appointments and follow up with past and potential clients.
• Distribute marketing materials and keep clients engaged during wait times.
• Act as the friendly face for all visitors to the offices.

Skills

Interpersonal skills

Communication

Customer service

Retail experience

Computer proficiency

Troubleshooting

Job description

Benefits:

• Free uniforms
• Opportunity for advancement
• Signing bonus
• Training & development
• 401(k) matching
• Bonus based on performance
• Employee discounts
• Flexible schedule

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:

• Hourly pay + competitive bonus package
• Flexible Schedule Options – Work that works for you!
• Free Identity Theft Protection through ID Watchdog from Equifax
• Corporate discount program through Avibra
• Earned Wage Access through ZayZoon
• Discount and Rewards Marketplace through BenefitHub
• Opportunities for advancement within the organization or as a tax pro
• Participation in 401-K matching program (once eligibility qualifications are met - enrollment twice per year)
• Free tax preparation training and PTIN registration
• Free continuing tax education
• Enrolled Agent materials and testing reimbursement

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